Cooksen 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 | $5.2M | Buy |
99,279
+8,283
| +9% | +$434K | 4.18% | 4 |
|
|
2025
Q1 | $3.83M | Sell |
90,996
-5,874
| -6% | -$247K | 3.89% | 5 |
|
|
2024
Q4 | $4.68M | Buy |
96,870
+1,769
| +2% | +$85.5K | 4.31% | 5 |
|
|
2024
Q3 | $4.31M | Sell |
95,101
-701
| -0.7% | -$31.8K | 4.03% | 4 |
|
|
2024
Q2 | $3.94M | Buy |
95,802
+4,806
| +5% | +$198K | 3.97% | 5 |
|
|
2024
Q1 | $3.83M | Buy |
90,996
+5,829
| +7% | +$246K | 3.99% | 5 |
|
|
2023
Q4 | $3.2M | Buy |
+85,167
| New | +$3.2M | 3.64% | 6 |
|