Diversified Portfolios Inc’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 | $225K | Sell |
4,300
-450
| -9% | -$23.6K | 0.02% | 151 |
|
|
2025
Q1 | $237K | Hold |
4,750
| – | – | 0.02% | 136 |
|
|
2024
Q4 | $230K | Hold |
4,750
| – | – | 0.03% | 138 |
|
|
2024
Q3 | $215K | Buy |
+4,750
| New | +$215K | 0.02% | 133 |
|
|
2024
Q2 | – | Sell |
-4,750
| Closed | -$200K | – | 141 |
|
|
2024
Q1 | $200K | Buy |
+4,750
| New | +$200K | 0.03% | 126 |
|