Black Diamond Financial’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
$353K Sell
6,733
-270
-4% -$14.1K 0.05% 102
2025
Q1
$349K Buy
7,003
+772
+12% +$38.5K 0.05% 107
2024
Q4
$301K Sell
6,231
-697
-10% -$33.7K 0.05% 113
2024
Q3
$314K Hold
6,928
0.05% 107
2024
Q2
$285K Hold
6,928
0.06% 109
2024
Q1
$260K Hold
6,928
0.07% 91
2023
Q4
$260K Sell
6,928
-1,074
-13% -$40.4K 0.07% 91
2023
Q3
$265K Buy
+8,002
New +$265K 0.08% 88
2022
Q2
Sell
-5,290
Closed -$203K 132
2022
Q1
$203K Buy
+5,290
New +$203K 0.06% 120