Carolinas Wealth Consulting’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
Q2 | – | Sell |
|
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $197K | Buy |
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|
2024
Q3 | $167K | Buy |
|
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|
2024
Q2 | $136K | Buy |
|
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|
2024
Q1 | $136K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $76K | Buy |
|
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|
2021
Q4 | $78K | Sell |
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|
2021
Q3 | $90K | Buy |
|
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|
2021
Q2 | $15K | Hold |
|
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|
2021
Q1 | $14K | Sell |
|
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|
2020
Q4 | $19K | Buy |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $187K | Buy |
|
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|
2020
Q1 | $163K | Sell |
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|
2019
Q4 | $318K | Buy |
|