Beaird Harris Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
4,063
| – | – | 0.02% | 126 |
|
|
2025
Q1 | $202K | Hold |
4,063
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $196K | Sell |
4,063
-16,269
| -80% | -$786K | 0.02% | 129 |
|
|
2024
Q3 | $921K | Buy |
20,332
+16,269
| +400% | +$737K | 0.08% | 65 |
|
|
2024
Q2 | $167K | Hold |
4,063
| – | – | 0.02% | 133 |
|
|
2024
Q1 | $171K | Hold |
4,063
| – | – | 0.02% | 127 |
|
|
2023
Q4 | $153K | Hold |
4,063
| – | – | 0.02% | 121 |
|
|
2023
Q3 | $135K | Hold |
4,063
| – | – | 0.02% | 114 |
|
|
2023
Q2 | $137K | Hold |
4,063
| – | – | 0.02% | 122 |
|
|
2023
Q1 | $131K | Hold |
4,063
| – | – | 0.02% | 114 |
|
|
2022
Q4 | $139K | Sell |
4,063
-3,000
| -42% | -$103K | 0.03% | 110 |
|
|
2022
Q3 | $214K | Hold |
7,063
| – | – | 0.05% | 78 |
|
|
2022
Q2 | $222K | Sell |
7,063
-200
| -3% | -$6.29K | 0.06% | 65 |
|
|
2022
Q1 | $278K | Hold |
7,263
| – | – | 0.1% | 72 |
|
|
2021
Q4 | $284K | Buy |
+7,263
| New | +$284K | 0.1% | 93 |
|