CWM
C2C Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
24,107
-353
| -1% | -$18.5K | 1.14% | 22 |
|
|
2025
Q1 | $1.22M | Sell |
24,460
-97
| -0.4% | -$4.83K | 1.14% | 22 |
|
|
2024
Q4 | $1.19M | Sell |
24,557
-200
| -0.8% | -$9.67K | 1.1% | 22 |
|
|
2024
Q3 | $1.15M | Sell |
24,757
-333
| -1% | -$15.5K | 1.07% | 23 |
|
|
2024
Q2 | $1.03M | Sell |
25,090
-116
| -0.5% | -$4.77K | 1.01% | 24 |
|
|
2024
Q1 | $1.06M | Sell |
25,206
-1,661
| -6% | -$70K | 1.05% | 22 |
|
|
2023
Q4 | $1.01M | Sell |
26,867
-2,689
| -9% | -$101K | 0.86% | 30 |
|
|
2023
Q3 | $969K | Sell |
29,556
-50
| -0.2% | -$1.64K | 0.14% | 80 |
|
|
2023
Q2 | $1.03M | Sell |
29,606
-4,052
| -12% | -$140K | 0.14% | 79 |
|
|
2023
Q1 | $1.09M | Sell |
33,658
-801
| -2% | -$25.8K | 0.18% | 72 |
|
|
2022
Q4 | $1.2M | Sell |
34,459
-65
| -0.2% | -$2.27K | 0.21% | 51 |
|
|
2022
Q3 | $1.12M | Buy |
34,524
+271
| +0.8% | +$8.77K | 0.22% | 55 |
|
|
2022
Q2 | $1.12M | Sell |
34,253
-2,111
| -6% | -$68.8K | 0.2% | 60 |
|
|
2022
Q1 | $1.38M | Sell |
36,364
-253
| -0.7% | -$9.6K | 0.23% | 57 |
|
|
2021
Q4 | $1.43M | Buy |
+36,617
| New | +$1.43M | 0.21% | 57 |
|