Coppell Advisory Solutions’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 | $202K | Sell |
3,890
-314
| -7% | -$16.3K | 0.02% | 357 |
|
|
2025
Q1 | $205K | Sell |
4,204
-272
| -6% | -$13.2K | 0.03% | 316 |
|
|
2024
Q4 | $216K | Buy |
4,476
+397
| +10% | +$19.2K | 0.03% | 263 |
|
|
2024
Q3 | $184K | Sell |
4,079
-126
| -3% | -$5.69K | 0.03% | 300 |
|
|
2024
Q2 | $173K | Buy |
+4,205
| New | +$173K | 0.03% | 284 |
|
|
2023
Q4 | $169K | Sell |
4,482
-2,653
| -37% | -$99.7K | 0.03% | 282 |
|
|
2023
Q3 | $244K | Sell |
7,135
-1,436
| -17% | -$49.1K | 0.08% | 149 |
|
|
2023
Q2 | $286K | Buy |
8,571
+149
| +2% | +$4.98K | 0.08% | 155 |
|
|
2023
Q1 | $268K | Buy |
8,422
+1,287
| +18% | +$41K | 0.09% | 170 |
|
|
2022
Q4 | $244K | Buy |
+7,135
| New | +$244K | 0.08% | 153 |
|