First Western Trust Bank’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 | – | Sell |
-4,699
| Closed | -$234K | – | 202 |
|
|
2025
Q1 | $234K | Hold |
4,699
| – | – | 0.01% | 169 |
|
|
2024
Q4 | $227K | Hold |
4,699
| – | – | 0.01% | 180 |
|
|
2024
Q3 | $213K | Buy |
+4,699
| New | +$213K | 0.01% | 195 |
|
|
2024
Q2 | – | Sell |
-5,471
| Closed | -$230K | – | 211 |
|
|
2024
Q1 | $230K | Hold |
5,471
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $206K | Buy |
+5,471
| New | +$206K | 0.01% | 194 |
|
|
2023
Q3 | – | Sell |
-6,355
| Closed | -$214K | – | 187 |
|
|
2023
Q2 | $214K | Sell |
6,355
-848
| -12% | -$28.6K | 0.01% | 180 |
|
|
2023
Q1 | $232K | Buy |
7,203
+454
| +7% | +$14.6K | 0.01% | 177 |
|
|
2022
Q4 | $231K | Hold |
6,749
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $205K | Sell |
6,749
-50
| -0.7% | -$1.52K | 0.01% | 165 |
|
|
2022
Q2 | $216K | Buy |
6,799
+621
| +10% | +$19.7K | 0.01% | 166 |
|
|
2022
Q1 | $242K | Buy |
+6,178
| New | +$242K | 0.01% | 169 |
|