BlueSky Wealth Advisors’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 | – | Sell |
-5,793
| Closed | -$289K | – | 76 |
|
|
2025
Q1 | $289K | Hold |
5,793
| – | – | 0.04% | 64 |
|
|
2024
Q4 | $280K | Hold |
5,793
| – | – | 0.04% | 65 |
|
|
2024
Q3 | $263K | Hold |
5,793
| – | – | 0.04% | 67 |
|
|
2024
Q2 | $238K | Buy |
+5,793
| New | +$238K | 0.04% | 70 |
|
|
2024
Q1 | – | Sell |
-5,793
| Closed | -$218K | – | 69 |
|
|
2023
Q4 | $218K | Sell |
5,793
-4,396
| -43% | -$165K | 0.04% | 67 |
|
|
2023
Q3 | $338K | Hold |
10,189
| – | – | 0.07% | 57 |
|
|
2023
Q2 | $343K | Hold |
10,189
| – | – | 0.07% | 57 |
|
|
2023
Q1 | $328K | Hold |
10,189
| – | – | 0.07% | 54 |
|
|
2022
Q4 | $348K | Hold |
10,189
| – | – | 0.08% | 52 |
|
|
2022
Q3 | $309K | Hold |
10,189
| – | – | 0.07% | 53 |
|
|
2022
Q2 | $320K | Hold |
10,189
| – | – | 0.07% | 55 |
|
|
2022
Q1 | $390K | Hold |
10,189
| – | – | 0.08% | 53 |
|
|
2021
Q4 | $398K | Hold |
10,189
| – | – | 0.07% | 50 |
|
|
2021
Q3 | $382K | Sell |
10,189
-179
| -2% | -$6.71K | 0.07% | 48 |
|
|
2021
Q2 | $381K | Buy |
10,368
+3,008
| +41% | +$111K | 0.07% | 49 |
|
|
2021
Q1 | $260K | Buy |
+7,360
| New | +$260K | 0.06% | 53 |
|