FSM 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
Q2 | $366K | Buy |
6,948
+1,450
| +26% | +$76.4K | 0.06% | 190 |
|
|
2025
Q1 | $274K | Buy |
5,498
+1
| +0% | +$50 | 0.06% | 163 |
|
|
2024
Q4 | $274K | Buy |
5,497
+180
| +3% | +$8.97K | 0.07% | 143 |
|
|
2024
Q3 | $241K | Sell |
5,317
-198
| -4% | -$8.97K | 0.06% | 157 |
|
|
2024
Q2 | $227K | Hold |
5,515
| – | – | 0.08% | 145 |
|
|
2024
Q1 | $232K | Buy |
+5,515
| New | +$232K | 0.08% | 143 |
|