Fort Point Capital Partners’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 | $331K | Sell |
6,322
-811
| -11% | -$42.5K | 0.02% | 256 |
|
|
2025
Q1 | $355K | Sell |
7,133
-63
| -0.9% | -$3.14K | 0.04% | 238 |
|
|
2024
Q4 | $348K | Buy |
7,196
+1,656
| +30% | +$80K | 0.04% | 236 |
|
|
2024
Q3 | $251K | Buy |
+5,540
| New | +$251K | 0.03% | 249 |
|
|
2023
Q1 | – | Sell |
-6,810
| Closed | -$233K | – | 275 |
|
|
2022
Q4 | $233K | Buy |
+6,810
| New | +$233K | 0.04% | 231 |
|