EWA
EverSource Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
31,891
-1,367
| -4% | -$71.6K | 0.08% | 187 |
|
|
2025
Q1 | $1.66M | Buy |
33,258
+916
| +3% | +$45.6K | 0.09% | 175 |
|
|
2024
Q4 | $1.56M | Buy |
32,342
+8,940
| +38% | +$432K | 0.09% | 181 |
|
|
2024
Q3 | $1.06M | Buy |
23,402
+1,746
| +8% | +$79.1K | 0.07% | 212 |
|
|
2024
Q2 | $947K | Sell |
21,656
-547
| -2% | -$23.9K | 0.06% | 221 |
|
|
2024
Q1 | $896K | Buy |
22,203
+4,224
| +23% | +$170K | 0.07% | 196 |
|
|
2023
Q4 | $676K | Sell |
17,979
-3,587
| -17% | -$135K | 0.06% | 210 |
|
|
2023
Q3 | $715K | Sell |
21,566
-5,004
| -19% | -$166K | 0.08% | 188 |
|
|
2023
Q2 | $896K | Sell |
26,570
-43,726
| -62% | -$1.47M | 0.1% | 166 |
|
|
2023
Q1 | $2.26M | Sell |
70,296
-52,498
| -43% | -$1.69M | 0.28% | 91 |
|
|
2022
Q4 | $4.2M | Buy |
122,794
+122,704
| +136,338% | +$4.2M | 0.64% | 33 |
|
|
2022
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 1601 |
|
|
2022
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 1449 |
|
|
2022
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 1466 |
|
|
2021
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 1372 |
|