Fulcrum Equity 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 | $1.91M | Sell |
36,467
-9,542
| -21% | -$500K | 1.96% | 8 |
|
|
2025
Q1 | $2.29M | Sell |
46,009
-1,208
| -3% | -$60.2K | 2.5% | 9 |
|
|
2024
Q4 | $2.28M | Buy |
47,217
+5,367
| +13% | +$259K | 2.26% | 5 |
|
|
2024
Q3 | $1.9M | Buy |
41,850
+19,431
| +87% | +$881K | 1.6% | 7 |
|
|
2024
Q2 | $922K | Buy |
22,419
+2,498
| +13% | +$103K | 0.83% | 43 |
|
|
2024
Q1 | $839K | Buy |
19,921
+4,641
| +30% | +$195K | 0.99% | 36 |
|
|
2023
Q4 | $575K | Sell |
15,280
-1,893
| -11% | -$71.2K | 0.71% | 35 |
|
|
2023
Q3 | $570K | Sell |
17,173
-1,374
| -7% | -$45.6K | 0.67% | 41 |
|
|
2023
Q2 | $625K | Sell |
18,547
-5,475
| -23% | -$185K | 0.73% | 35 |
|
|
2023
Q1 | $772K | Sell |
24,022
-22,944
| -49% | -$738K | 0.73% | 39 |
|
|
2022
Q4 | $1.61M | Sell |
46,966
-2,012
| -4% | -$68.8K | 1.32% | 27 |
|
|
2022
Q3 | $1.49M | Sell |
48,978
-1,175
| -2% | -$35.7K | 1.26% | 30 |
|
|
2022
Q2 | $1.58M | Sell |
50,153
-8,751
| -15% | -$275K | 1.27% | 31 |
|
|
2022
Q1 | $2.26M | Sell |
58,904
-12,406
| -17% | -$475K | 1.34% | 26 |
|
|
2021
Q4 | $2.79M | Sell |
71,310
-2,053
| -3% | -$80.2K | 1.04% | 35 |
|
|
2021
Q3 | $2.75M | Buy |
73,363
+7,886
| +12% | +$296K | 1.07% | 27 |
|
|
2021
Q2 | $2.4M | Buy |
65,477
+7,786
| +13% | +$286K | 0.9% | 31 |
|
|
2021
Q1 | $1.96M | Buy |
+57,691
| New | +$1.96M | 0.78% | 46 |
|
|
2020
Q4 | – | Sell |
-16,925
| Closed | -$407K | – | 177 |
|
|
2020
Q3 | $407K | Sell |
16,925
-2,909
| -15% | -$70K | 0.19% | 80 |
|
|
2020
Q2 | $459K | Buy |
+19,834
| New | +$459K | 0.22% | 87 |
|
|
2020
Q1 | – | Sell |
-30,904
| Closed | -$951K | – | 92 |
|
|
2019
Q4 | $951K | Buy |
30,904
+26,255
| +565% | +$808K | 0.5% | 28 |
|
|
2019
Q3 | $130K | Buy |
+4,649
| New | +$130K | 0.07% | 89 |
|