Cranbrook Wealth Management’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 | $4.97K | Sell |
95
-24
| -20% | -$1.26K | ﹤0.01% | 336 |
|
|
2025
Q1 | $5.93K | Buy |
119
+26
| +28% | +$1.3K | ﹤0.01% | 309 |
|
|
2024
Q4 | $4.5K | Hold |
93
| – | – | ﹤0.01% | 321 |
|
|
2024
Q3 | $4.22K | Buy |
+93
| New | +$4.22K | ﹤0.01% | 308 |
|
|
2023
Q1 | – | Sell |
-1,443
| Closed | -$49.4K | – | 304 |
|
|
2022
Q4 | $49.4K | Hold |
1,443
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $44K | Hold |
1,443
| – | – | 0.01% | 175 |
|
|
2022
Q2 | $45K | Hold |
1,443
| – | – | 0.01% | 176 |
|
|
2022
Q1 | $55K | Hold |
1,443
| – | – | 0.01% | 181 |
|
|
2021
Q4 | $56K | Hold |
1,443
| – | – | 0.01% | 175 |
|
|
2021
Q3 | $54K | Hold |
1,443
| – | – | 0.01% | 181 |
|
|
2021
Q2 | $53K | Buy |
+1,443
| New | +$53K | 0.01% | 181 |
|
|
2020
Q4 | – | Sell |
-1,696
| Closed | -$41K | – | 327 |
|
|
2020
Q3 | $41K | Buy |
1,696
+1,170
| +222% | +$28.3K | 0.01% | 151 |
|
|
2020
Q2 | $12K | Buy |
+526
| New | +$12K | ﹤0.01% | 200 |
|