EPG 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 | $893K | Sell |
17,046
-10,776
| -39% | -$564K | 0.27% | 104 |
|
|
2025
Q1 | $1.39M | Sell |
27,822
-2,269
| -8% | -$113K | 0.39% | 72 |
|
|
2024
Q4 | $1.45M | Sell |
30,091
-6,993
| -19% | -$338K | 0.38% | 68 |
|
|
2024
Q3 | $1.68M | Buy |
+37,084
| New | +$1.68M | 0.42% | 61 |
|
|
2024
Q2 | – | Sell |
-36,976
| Closed | -$1.56M | – | 76 |
|
|
2024
Q1 | $1.56M | Buy |
36,976
+430
| +1% | +$18.1K | 0.38% | 68 |
|
|
2023
Q4 | $1.42M | Buy |
36,546
+95
| +0.3% | +$3.68K | 0.37% | 68 |
|
|
2023
Q3 | $1.21M | Sell |
36,451
-3,704
| -9% | -$123K | 0.36% | 70 |
|
|
2023
Q2 | $1.35M | Sell |
40,155
-3,263
| -8% | -$110K | 0.4% | 65 |
|
|
2023
Q1 | $1.4M | Sell |
43,418
-50,507
| -54% | -$1.62M | 0.44% | 57 |
|
|
2022
Q4 | $3.21M | Sell |
93,925
-667
| -0.7% | -$22.8K | 1.22% | 16 |
|
|
2022
Q3 | $2.87M | Buy |
94,592
+1,856
| +2% | +$56.4K | 1.18% | 14 |
|
|
2022
Q2 | $2.92M | Buy |
92,736
+1,642
| +2% | +$51.6K | 1.25% | 15 |
|
|
2022
Q1 | $3.49M | Buy |
91,094
+4,976
| +6% | +$191K | 1.21% | 14 |
|
|
2021
Q4 | $3.36M | Buy |
86,118
+339
| +0.4% | +$13.2K | 1.18% | 16 |
|
|
2021
Q3 | $3.22M | Buy |
85,779
+123
| +0.1% | +$4.62K | 1.29% | 12 |
|
|
2021
Q2 | $3.14M | Buy |
85,656
+55,537
| +184% | +$2.04M | 1.33% | 13 |
|
|
2021
Q1 | $1.03M | Buy |
30,119
+2,955
| +11% | +$101K | 0.5% | 44 |
|
|
2020
Q4 | $801K | Buy |
27,164
+106
| +0.4% | +$3.13K | 0.48% | 47 |
|
|
2020
Q3 | $651K | Sell |
27,058
-13,405
| -33% | -$323K | 0.48% | 47 |
|
|
2020
Q2 | $936K | Buy |
40,463
+6,882
| +20% | +$159K | 0.66% | 40 |
|
|
2020
Q1 | $700K | Buy |
33,581
+8,280
| +33% | +$173K | 0.51% | 50 |
|
|
2019
Q4 | $779K | Buy |
+25,301
| New | +$779K | 0.57% | 38 |
|