Daymark 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 | $526K | Buy |
10,038
+811
| +9% | +$42.5K | 0.02% | 342 |
|
|
2025
Q1 | $460K | Sell |
9,227
-52
| -0.6% | -$2.59K | 0.02% | 338 |
|
|
2024
Q4 | $448K | Buy |
9,279
+7
| +0.1% | +$338 | 0.02% | 345 |
|
|
2024
Q3 | $420K | Buy |
9,272
+646
| +7% | +$29.3K | 0.02% | 369 |
|
|
2024
Q2 | $355K | Buy |
8,626
+1,865
| +28% | +$76.7K | 0.02% | 376 |
|
|
2024
Q1 | $285K | Buy |
6,761
+754
| +13% | +$31.8K | 0.02% | 353 |
|
|
2023
Q4 | $226K | Buy |
+6,007
| New | +$226K | 0.01% | 368 |
|