Concord Wealth Partners’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 | $31.6K | Hold |
603
| – | – | ﹤0.01% | 399 |
|
|
2025
Q1 | $30K | Hold |
603
| – | – | ﹤0.01% | 386 |
|
|
2024
Q4 | $29.1K | Sell |
603
-70
| -10% | -$3.38K | ﹤0.01% | 408 |
|
|
2024
Q3 | $30.5K | Buy |
673
+70
| +12% | +$3.17K | 0.01% | 405 |
|
|
2024
Q2 | $24.8K | Hold |
603
| – | – | ﹤0.01% | 399 |
|
|
2024
Q1 | $25.4K | Hold |
603
| – | – | ﹤0.01% | 456 |
|
|
2023
Q4 | $22.7K | Hold |
603
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $20K | Sell |
603
-328
| -35% | -$10.9K | ﹤0.01% | 510 |
|
|
2023
Q2 | $31.4K | Sell |
931
-75
| -7% | -$2.53K | 0.01% | 426 |
|
|
2023
Q1 | $32.3K | Sell |
1,006
-1,599
| -61% | -$51.4K | 0.01% | 414 |
|
|
2022
Q4 | $89.1K | Buy |
+2,605
| New | +$89.1K | 0.03% | 278 |
|
|
2022
Q3 | – | Sell |
-2,709
| Closed | -$85K | – | 1182 |
|
|
2022
Q2 | $85K | Hold |
2,709
| – | – | 0.02% | 284 |
|
|
2022
Q1 | $104K | Sell |
2,709
-81
| -3% | -$3.11K | 0.03% | 295 |
|
|
2021
Q4 | $109K | Buy |
2,790
+2,406
| +627% | +$94K | 0.03% | 297 |
|
|
2021
Q3 | $14K | Sell |
384
-622
| -62% | -$22.7K | 0.01% | 431 |
|
|
2021
Q2 | $37K | Sell |
1,006
-1,612
| -62% | -$59.3K | 0.01% | 395 |
|
|
2021
Q1 | $89K | Buy |
2,618
+2,543
| +3,391% | +$86.5K | 0.03% | 236 |
|
|
2020
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 574 |
|