Foguth 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 | $5.55M | Buy |
106,009
+71,326
| +206% | +$3.74M | 1.19% | 26 |
|
|
2025
Q1 | $1.73M | Sell |
34,683
-17,737
| -34% | -$883K | 0.42% | 44 |
|
|
2024
Q4 | $2.67M | Buy |
52,420
+13,484
| +35% | +$686K | 0.7% | 36 |
|
|
2024
Q3 | $1.77M | Sell |
38,936
-2,460
| -6% | -$112K | 0.64% | 38 |
|
|
2024
Q2 | $1.7M | Buy |
41,396
+13,150
| +47% | +$541K | 0.75% | 32 |
|
|
2024
Q1 | $1.19M | Buy |
+28,246
| New | +$1.19M | 0.64% | 37 |
|