CarsonAllaria Wealth Management’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 | $30.1K | Hold |
574
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $28.6K | Hold |
574
| – | – | 0.02% | 167 |
|
|
2024
Q4 | $27.7K | Hold |
574
| – | – | 0.02% | 172 |
|
|
2024
Q3 | $26K | Buy |
+574
| New | +$26K | 0.01% | 185 |
|
|
2024
Q2 | – | Sell |
-54
| Closed | -$2.27K | – | 426 |
|
|
2024
Q1 | $2.27K | Buy |
+54
| New | +$2.27K | ﹤0.01% | 329 |
|