Destination 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 | $506K | Buy |
9,661
+67
| +0.7% | +$3.51K | 0.01% | 172 |
|
|
2025
Q1 | $478K | Sell |
9,594
-472
| -5% | -$23.5K | 0.02% | 169 |
|
|
2024
Q4 | $486K | Buy |
10,066
+254
| +3% | +$12.3K | 0.02% | 162 |
|
|
2024
Q3 | $445K | Buy |
+9,812
| New | +$445K | 0.01% | 167 |
|
|
2024
Q2 | – | Sell |
-5,149
| Closed | -$217K | – | 213 |
|
|
2024
Q1 | $217K | Buy |
+5,149
| New | +$217K | 0.01% | 197 |
|
|
2023
Q2 | – | Sell |
-11,024
| Closed | -$354K | – | 211 |
|
|
2023
Q1 | $354K | Buy |
11,024
+104
| +1% | +$3.34K | 0.01% | 161 |
|
|
2022
Q4 | $373K | Buy |
10,920
+291
| +3% | +$9.95K | 0.01% | 159 |
|
|
2022
Q3 | $323K | Buy |
10,629
+3,825
| +56% | +$116K | 0.01% | 154 |
|
|
2022
Q2 | $214K | Sell |
6,804
-3,576
| -34% | -$112K | 0.01% | 186 |
|
|
2022
Q1 | $398K | Buy |
10,380
+938
| +10% | +$36K | 0.01% | 143 |
|
|
2021
Q4 | $369K | Buy |
+9,442
| New | +$369K | 0.01% | 159 |
|
|
2019
Q2 | – | Sell |
-1,164
| Closed | -$30K | – | 771 |
|
|
2019
Q1 | $30K | Buy |
1,164
+1,071
| +1,152% | +$27.6K | ﹤0.01% | 347 |
|
|
2018
Q4 | $2K | Sell |
93
-1,996
| -96% | -$42.9K | ﹤0.01% | 487 |
|
|
2018
Q3 | $58K | Buy |
2,089
+591
| +39% | +$16.4K | ﹤0.01% | 266 |
|
|
2018
Q2 | $40K | Sell |
1,498
-1,681
| -53% | -$44.9K | ﹤0.01% | 292 |
|
|
2018
Q1 | $88K | Buy |
+3,179
| New | +$88K | 0.01% | 197 |
|
|
2017
Q2 | – | Sell |
-10,052
| Closed | -$239K | – | 165 |
|
|
2017
Q1 | $239K | Buy |
+10,052
| New | +$239K | 0.02% | 145 |
|