Beaumont Asset 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 | $824K | Buy |
15,737
+132
| +0.8% | +$6.91K | 0.44% | 39 |
|
|
2025
Q1 | $777K | Buy |
15,605
+235
| +2% | +$11.7K | 0.47% | 38 |
|
|
2024
Q4 | $743K | Sell |
15,370
-377
| -2% | -$18.2K | 0.43% | 36 |
|
|
2024
Q3 | $714K | Buy |
15,747
+125
| +0.8% | +$5.67K | 0.42% | 39 |
|
|
2024
Q2 | $642K | Buy |
15,622
+147
| +0.9% | +$6.04K | 0.41% | 40 |
|
|
2024
Q1 | $652K | Buy |
15,475
+802
| +5% | +$33.8K | 0.43% | 43 |
|
|
2023
Q4 | $552K | Sell |
14,673
-4,908
| -25% | -$185K | 0.39% | 45 |
|
|
2023
Q3 | $650K | Sell |
19,581
-115
| -0.6% | -$3.82K | 0.53% | 37 |
|
|
2023
Q2 | $664K | Sell |
19,696
-370
| -2% | -$12.5K | 0.5% | 40 |
|
|
2023
Q1 | $645K | Buy |
+20,066
| New | +$645K | 0.47% | 41 |
|