Clarity Wealth 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 | $1.43M | Sell |
27,395
-1,291
| -5% | -$67.6K | 0.35% | 39 |
|
|
2025
Q1 | $1.43M | Sell |
28,686
-3,278
| -10% | -$163K | 0.4% | 38 |
|
|
2024
Q4 | $1.54M | Sell |
31,964
-4,044
| -11% | -$195K | 0.42% | 38 |
|
|
2024
Q3 | $1.63M | Sell |
36,008
-2,847
| -7% | -$129K | 0.47% | 37 |
|
|
2024
Q2 | $1.6M | Sell |
38,855
-4,955
| -11% | -$204K | 0.52% | 36 |
|
|
2024
Q1 | $1.85M | Sell |
43,810
-3,474
| -7% | -$146K | 0.62% | 35 |
|
|
2023
Q4 | $1.78M | Sell |
47,284
-1,329
| -3% | -$50K | 0.67% | 35 |
|
|
2023
Q3 | $1.61M | Buy |
48,613
+640
| +1% | +$21.2K | 0.73% | 32 |
|
|
2023
Q2 | $1.62M | Buy |
47,973
+612
| +1% | +$20.6K | 0.73% | 31 |
|
|
2023
Q1 | $1.52M | Buy |
47,361
+706
| +2% | +$22.7K | 0.78% | 30 |
|
|
2022
Q4 | $1.6M | Sell |
46,655
-226
| -0.5% | -$7.73K | 0.92% | 25 |
|
|
2022
Q3 | $1.42M | Buy |
46,881
+1,608
| +4% | +$48.8K | 0.86% | 28 |
|
|
2022
Q2 | $1.42M | Sell |
45,273
-2
| -0% | -$63 | 0.81% | 30 |
|
|
2022
Q1 | $1.73M | Buy |
45,275
+192
| +0.4% | +$7.35K | 0.82% | 30 |
|
|
2021
Q4 | $1.76M | Buy |
45,083
+573
| +1% | +$22.4K | 0.82% | 30 |
|
|
2021
Q3 | $1.67M | Buy |
44,510
+823
| +2% | +$30.9K | 0.82% | 31 |
|
|
2021
Q2 | $1.6M | Buy |
43,687
+691
| +2% | +$25.3K | 0.83% | 31 |
|
|
2021
Q1 | $1.46M | Buy |
42,996
+1,618
| +4% | +$55.1K | 0.83% | 32 |
|
|
2020
Q4 | $1.22M | Buy |
41,378
+2,194
| +6% | +$64.6K | 0.74% | 32 |
|
|
2020
Q3 | $943K | Sell |
39,184
-620
| -2% | -$14.9K | 0.68% | 32 |
|
|
2020
Q2 | $921K | Buy |
39,804
+12,680
| +47% | +$293K | 0.73% | 33 |
|
|
2020
Q1 | $564K | Buy |
27,124
+1,946
| +8% | +$40.5K | 0.59% | 33 |
|
|
2019
Q4 | $775K | Buy |
+25,178
| New | +$775K | 0.65% | 31 |
|