Fortis Group 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
Q2 | $4.47M | Sell |
85,405
-23,714
| -22% | -$1.24M | 0.81% | 32 |
|
|
2025
Q1 | $5.44M | Sell |
109,119
-6,688
| -6% | -$333K | 1.06% | 29 |
|
|
2024
Q4 | $5.6M | Buy |
115,807
+70,626
| +156% | +$3.41M | 1.04% | 31 |
|
|
2024
Q3 | $2.05M | Sell |
45,181
-42,663
| -49% | -$1.93M | 0.38% | 59 |
|
|
2024
Q2 | $3.61M | Buy |
87,844
+87,700
| +60,903% | +$3.61M | 0.72% | 43 |
|
|
2024
Q1 | $6.05K | Sell |
144
-144
| -50% | -$6.05K | ﹤0.01% | 357 |
|
|
2023
Q4 | $10.8K | Buy |
288
+144
| +100% | +$5.4K | ﹤0.01% | 291 |
|
|
2023
Q3 | $4.77K | Buy |
+144
| New | +$4.77K | ﹤0.01% | 294 |
|
|
2020
Q3 | $3K | Buy |
+143
| New | +$3K | ﹤0.01% | 380 |
|