Cherry Tree 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 | $6.34K | Hold |
121
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $6.03K | Sell |
121
-100
| -45% | -$4.98K | ﹤0.01% | 505 |
|
|
2024
Q4 | $10.7K | Hold |
221
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $10K | Hold |
221
| – | – | ﹤0.01% | 414 |
|
|
2024
Q2 | $9.09K | Hold |
221
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $9.31K | Hold |
221
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $8.31K | Sell |
221
-1,000
| -82% | -$37.6K | ﹤0.01% | 377 |
|
|
2023
Q3 | $40.5K | Hold |
1,221
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $41.2K | Buy |
+1,221
| New | +$41.2K | 0.01% | 240 |
|