Canopy Partners’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 | $229K | Sell |
4,376
-20
| -0.5% | -$1.05K | 0.08% | 192 |
|
|
2025
Q1 | $219K | Hold |
4,396
| – | – | 0.09% | 182 |
|
|
2024
Q4 | $212K | Buy |
+4,396
| New | +$212K | 0.08% | 182 |
|
|
2024
Q2 | – | Sell |
-5,540
| Closed | -$233K | – | 209 |
|
|
2024
Q1 | $233K | Hold |
5,540
| – | – | 0.11% | 154 |
|
|
2023
Q4 | $208K | Buy |
+5,540
| New | +$208K | 0.13% | 148 |
|