Capital Wealth Planning’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.46M | Sell |
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|
2025
Q2 | $6.07M | Buy |
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|
2025
Q1 | $5.49M | Buy |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.53M | Buy |
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|
2019
Q4 | $2.23M | Buy |
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|
2019
Q3 | $2.01M | Buy |
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|
2019
Q2 | $297K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $442K | Sell |
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|
2016
Q3 | $471K | Sell |
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|
2016
Q2 | $555K | Sell |
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|
2016
Q1 | $558K | Hold |
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|
2015
Q4 | $591K | Hold |
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|
2015
Q3 | $562K | Hold |
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|
2015
Q2 | $605K | Hold |
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|
2015
Q1 | $598K | Sell |
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|
2014
Q4 | $618K | Sell |
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|
2014
Q3 | $584K | Sell |
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|
2014
Q2 | $614K | Sell |
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|
2014
Q1 | $623K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $617K | Buy |
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