GWSA
Global Wealth Strategies & Associates’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
2,847
-1,188
| -29% | -$62.2K | 0.04% | 60 |
|
|
2025
Q1 | $201K | Buy |
4,035
+571
| +16% | +$28.4K | 0.06% | 52 |
|
|
2024
Q4 | $167K | Buy |
3,464
+555
| +19% | +$26.8K | 0.05% | 57 |
|
|
2024
Q3 | $132K | Hold |
2,909
| – | – | 0.04% | 59 |
|
|
2024
Q2 | $120K | Sell |
2,909
-1,619
| -36% | -$66.6K | 0.04% | 53 |
|
|
2024
Q1 | $191K | Hold |
4,528
| – | – | 0.07% | 45 |
|
|
2023
Q4 | $170K | Sell |
4,528
-85,999
| -95% | -$3.23M | 0.07% | 44 |
|
|
2023
Q3 | $3M | Buy |
90,527
+1,587
| +2% | +$52.6K | 1.4% | 19 |
|
|
2023
Q2 | $3M | Buy |
88,940
+5,837
| +7% | +$197K | 1.41% | 19 |
|
|
2023
Q1 | $2.67M | Buy |
83,103
+74,208
| +834% | +$2.39M | 1.38% | 19 |
|
|
2022
Q4 | $304K | Buy |
+8,895
| New | +$304K | 0.18% | 33 |
|