BIP Wealth’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 | $327K | Sell |
6,240
-1,242
| -17% | -$65K | 0.02% | 191 |
|
|
2025
Q1 | $373K | Buy |
7,482
+224
| +3% | +$11.2K | 0.02% | 180 |
|
|
2024
Q4 | $351K | Buy |
7,258
+1,243
| +21% | +$60.1K | 0.02% | 191 |
|
|
2024
Q3 | $273K | Buy |
6,015
+25
| +0.4% | +$1.13K | 0.02% | 194 |
|
|
2024
Q2 | $246K | Hold |
5,990
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $252K | Sell |
5,990
-115
| -2% | -$4.84K | 0.02% | 187 |
|
|
2023
Q4 | $230K | Sell |
6,105
-48
| -0.8% | -$1.81K | 0.02% | 179 |
|
|
2023
Q3 | $204K | Buy |
6,153
+163
| +3% | +$5.41K | 0.02% | 171 |
|
|
2023
Q2 | $202K | Sell |
5,990
-1,191
| -17% | -$40.1K | 0.02% | 180 |
|
|
2023
Q1 | $231K | Buy |
+7,181
| New | +$231K | 0.03% | 162 |
|