Core 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 | $744K | Sell |
14,205
-2,435
| -15% | -$128K | 0.38% | 63 |
|
|
2025
Q1 | $829K | Buy |
16,640
+3,402
| +26% | +$169K | 0.48% | 53 |
|
|
2024
Q4 | $640K | Buy |
13,238
+6,561
| +98% | +$317K | 0.37% | 62 |
|
|
2024
Q3 | $303K | Buy |
6,677
+19
| +0.3% | +$861 | 0.18% | 113 |
|
|
2024
Q2 | $274K | Buy |
6,658
+19
| +0.3% | +$781 | 0.19% | 110 |
|
|
2024
Q1 | $280K | Buy |
6,639
+18
| +0.3% | +$758 | 0.21% | 95 |
|
|
2023
Q4 | $249K | Buy |
6,621
+25
| +0.4% | +$940 | 0.2% | 95 |
|
|
2023
Q3 | $219K | Buy |
6,596
+23
| +0.3% | +$763 | 0.2% | 96 |
|
|
2023
Q2 | $222K | Hold |
6,573
| – | – | 0.2% | 92 |
|
|
2023
Q1 | $211K | Buy |
+6,573
| New | +$211K | 0.21% | 90 |
|