Channel Wealth’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
$3.74M Sell
71,381
-8,095
-10% -$424K 1.06% 34
2025
Q1
$3.96M Buy
79,476
+6,935
+10% +$345K 1.23% 25
2024
Q4
$3.51M Buy
72,541
+62,239
+604% +$3.01M 1.14% 27
2024
Q3
$467K Buy
10,302
+930
+10% +$42.1K 0.15% 94
2024
Q2
$385K Sell
9,372
-100
-1% -$4.11K 0.14% 103
2024
Q1
$399K Buy
9,472
+801
+9% +$33.7K 0.16% 103
2023
Q4
$326K Sell
8,671
-2,485
-22% -$93.4K 0.15% 116
2023
Q3
$370K Buy
11,156
+2,817
+34% +$93.4K 0.21% 101
2023
Q2
$281K Sell
8,339
-220
-3% -$7.42K 0.16% 137
2023
Q1
$275K Buy
+8,559
New +$275K 0.18% 138