Briaud Financial Planning’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 | $78K | Hold |
1,490
| – | – | 0.03% | 79 |
|
|
2025
Q1 | $74K | Sell |
1,490
-500
| -25% | -$24.8K | 0.03% | 70 |
|
|
2024
Q4 | $96K | Buy |
1,990
+1,007
| +102% | +$48.6K | 0.04% | 49 |
|
|
2024
Q3 | $44K | Hold |
983
| – | – | 0.02% | 66 |
|
|
2024
Q2 | $40K | Hold |
983
| – | – | 0.02% | 64 |
|
|
2024
Q1 | $42K | Buy |
+983
| New | +$42K | 0.02% | 59 |
|
|
2023
Q4 | – | Sell |
-983
| Closed | -$32K | – | 170 |
|
|
2023
Q3 | $32K | Buy |
+983
| New | +$32K | 0.03% | 70 |
|