Future Financial Wealth 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 | $77K | Hold |
1,470
| – | – | 0.05% | 192 |
|
|
2025
Q1 | $73.2K | Hold |
1,470
| – | – | 0.05% | 192 |
|
|
2024
Q4 | $71K | Hold |
1,470
| – | – | 0.05% | 201 |
|
|
2024
Q3 | $66.6K | Buy |
+1,470
| New | +$66.6K | 0.05% | 219 |
|
|
2024
Q2 | – | Sell |
-1,470
| Closed | -$61.9K | – | 478 |
|
|
2024
Q1 | $61.9K | Buy |
+1,470
| New | +$61.9K | 0.05% | 234 |
|
|
2022
Q2 | – | Sell |
-670
| Closed | -$26K | – | 510 |
|
|
2022
Q1 | $26K | Hold |
670
| – | – | 0.02% | 340 |
|
|
2021
Q4 | $26K | Buy |
+670
| New | +$26K | 0.02% | 348 |
|
|
2021
Q1 | – | Sell |
-22,779
| Closed | -$672K | – | 129 |
|
|
2020
Q4 | $672K | Buy |
+22,779
| New | +$672K | 0.78% | 37 |
|