CWM
Collaborative Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
13,075
+366
| +3% | +$19.2K | 0.3% | 70 |
|
|
2025
Q1 | $633K | Sell |
12,709
-1,300
| -9% | -$64.8K | 0.3% | 72 |
|
|
2024
Q4 | $677K | Buy |
14,009
+17
| +0.1% | +$822 | 0.31% | 69 |
|
|
2024
Q3 | $634K | Sell |
13,992
-284
| -2% | -$12.9K | 0.29% | 80 |
|
|
2024
Q2 | $587K | Sell |
14,276
-165
| -1% | -$6.78K | 0.29% | 75 |
|
|
2024
Q1 | $608K | Sell |
14,441
-792
| -5% | -$33.4K | 0.3% | 74 |
|
|
2023
Q4 | $573K | Buy |
15,233
+423
| +3% | +$15.9K | 0.31% | 73 |
|
|
2023
Q3 | $491K | Sell |
14,810
-681
| -4% | -$22.6K | 0.29% | 82 |
|
|
2023
Q2 | $522K | Sell |
15,491
-842
| -5% | -$28.4K | 0.31% | 78 |
|
|
2023
Q1 | $525K | Sell |
16,333
-4,885
| -23% | -$157K | 0.33% | 75 |
|
|
2022
Q4 | $726K | Buy |
21,218
+2,237
| +12% | +$76.5K | 0.48% | 62 |
|
|
2022
Q3 | $576K | Sell |
18,981
-7,041
| -27% | -$214K | 0.41% | 73 |
|
|
2022
Q2 | $818K | Buy |
+26,022
| New | +$818K | 0.54% | 58 |
|
|
2021
Q4 | $1.01M | Buy |
+25,902
| New | +$1.01M | 0.55% | 52 |
|
|
2021
Q1 | $1.01M | Buy |
+26,343
| New | +$1.01M | 0.58% | 54 |
|