Fairfield Financial Advisors’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
Q1 | – | Sell |
-1,568
| Closed | -$75.8K | – | 213 |
|
|
2024
Q4 | $75.8K | Sell |
1,568
-202
| -11% | -$9.76K | 0.03% | 97 |
|
|
2024
Q3 | $80.2K | Buy |
1,770
+3
| +0.2% | +$136 | 0.03% | 108 |
|
|
2024
Q2 | $72.6K | Buy |
+1,767
| New | +$72.6K | 0.02% | 108 |
|
|
2023
Q4 | $70.5K | Buy |
1,876
+434
| +30% | +$16.3K | 0.03% | 118 |
|
|
2023
Q3 | $47.8K | Sell |
1,442
-4
| -0.3% | -$133 | 0.02% | 140 |
|
|
2023
Q2 | $48.8K | Sell |
1,446
-142
| -9% | -$4.79K | 0.02% | 151 |
|
|
2023
Q1 | $50.5K | Buy |
1,588
+83
| +6% | +$2.64K | 0.02% | 134 |
|
|
2022
Q4 | $51.5K | Buy |
1,505
+297
| +25% | +$10.2K | 0.02% | 125 |
|
|
2022
Q3 | $36.7K | Buy |
1,208
+46
| +4% | +$1.4K | 0.02% | 131 |
|
|
2022
Q2 | $36.5K | Buy |
1,162
+152
| +15% | +$4.78K | 0.02% | 133 |
|
|
2022
Q1 | $38.7K | Buy |
+1,010
| New | +$38.7K | 0.01% | 138 |
|