Centerpoint Advisors’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 | $1K | Hold |
25
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $1K | Sell |
25
-25
| -50% | -$1K | ﹤0.01% | 382 |
|
|
2024
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 417 |
|
|
2024
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 415 |
|
|
2024
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 401 |
|
|
2023
Q4 | $2K | Sell |
50
-50
| -50% | -$2K | ﹤0.01% | 395 |
|
|
2023
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2023
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $3K | Sell |
100
-50
| -33% | -$1.5K | ﹤0.01% | 386 |
|
|
2022
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 271 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 277 |
|
|
2022
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 267 |
|
|
2021
Q4 | $6K | Sell |
150
-50
| -25% | -$2K | ﹤0.01% | 266 |
|
|
2021
Q3 | $8K | Buy |
200
+50
| +33% | +$2K | ﹤0.01% | 212 |
|
|
2021
Q2 | $6K | Sell |
150
-50
| -25% | -$2K | ﹤0.01% | 229 |
|
|
2021
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 196 |
|