FSC Wealth 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 |
-733
| Closed | -$35.4K | – | 323 |
|
|
2024
Q4 | $35.4K | Sell |
733
-79,607
| -99% | -$3.85M | 0.02% | 131 |
|
|
2024
Q3 | $3.64M | Buy |
+80,340
| New | +$3.64M | 2.61% | 10 |
|
|
2024
Q1 | – | Sell |
-79,482
| Closed | -$2.99M | – | 308 |
|
|
2023
Q4 | $2.99M | Buy |
+79,482
| New | +$2.99M | 2.19% | 15 |
|
|
2022
Q1 | – | Sell |
-335
| Closed | -$13K | – | 192 |
|
|
2021
Q4 | $13K | Buy |
+335
| New | +$13K | 0.01% | 124 |
|