Elevation 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 | $104K | Buy |
1,984
+7
| +0.4% | +$367 | 0.04% | 171 |
|
|
2025
Q1 | $98.5K | Buy |
1,977
+7
| +0.4% | +$349 | 0.04% | 175 |
|
|
2024
Q4 | $95.2K | Sell |
1,970
-242
| -11% | -$11.7K | 0.04% | 175 |
|
|
2024
Q3 | $100K | Buy |
2,212
+257
| +13% | +$11.6K | 0.04% | 166 |
|
|
2024
Q2 | $80.4K | Buy |
1,955
+8
| +0.4% | +$329 | 0.04% | 176 |
|
|
2024
Q1 | $82K | Buy |
1,947
+7
| +0.4% | +$295 | 0.04% | 177 |
|
|
2023
Q4 | $64.4K | Hold |
1,940
| – | – | 0.04% | 189 |
|
|
2023
Q3 | $64.4K | Hold |
1,940
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $65.4K | Hold |
1,940
| – | – | 0.06% | 134 |
|
|
2023
Q1 | $62.4K | Buy |
+1,940
| New | +$62.4K | 0.06% | 136 |
|