Covestor’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 | $54K | Sell |
1,025
-243
| -19% | -$12.8K | 0.03% | 870 |
|
|
2025
Q1 | $63K | Sell |
1,268
-412
| -25% | -$20.5K | 0.04% | 745 |
|
|
2024
Q4 | $81K | Buy |
1,680
+171
| +11% | +$8.25K | 0.05% | 644 |
|
|
2024
Q3 | $68K | Buy |
1,509
+44
| +3% | +$1.98K | 0.04% | 731 |
|
|
2024
Q2 | $60K | Buy |
1,465
+241
| +20% | +$9.87K | 0.04% | 780 |
|
|
2024
Q1 | $52K | Buy |
1,224
+345
| +39% | +$14.7K | 0.03% | 868 |
|
|
2023
Q4 | $33K | Sell |
879
-6
| -0.7% | -$225 | 0.02% | 1017 |
|
|
2023
Q3 | $29K | Sell |
885
-65
| -7% | -$2.13K | 0.02% | 994 |
|
|
2023
Q2 | $32K | Sell |
950
-144
| -13% | -$4.85K | 0.02% | 968 |
|
|
2023
Q1 | $35K | Sell |
1,094
-58
| -5% | -$1.86K | 0.03% | 849 |
|
|
2022
Q4 | $39K | Buy |
1,152
+77
| +7% | +$2.61K | 0.03% | 826 |
|
|
2022
Q3 | $33K | Sell |
1,075
-11
| -1% | -$338 | 0.03% | 859 |
|
|
2022
Q2 | $34K | Sell |
1,086
-484
| -31% | -$15.2K | 0.03% | 843 |
|
|
2022
Q1 | $60K | Sell |
1,570
-457
| -23% | -$17.5K | 0.04% | 740 |
|
|
2021
Q4 | $79K | Buy |
+2,027
| New | +$79K | 0.11% | 276 |
|