Gold Investment 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
$1.36M Sell
25,850
-28,763
-53% -$1.51M 0.51% 65
2025
Q1
$2.72M Sell
54,613
-1,269
-2% -$63.2K 1.15% 33
2024
Q4
$2.7M Sell
55,882
-3,467
-6% -$168K 1.14% 33
2024
Q3
$2.68M Sell
59,349
-2,000
-3% -$90.4K 1.12% 33
2024
Q2
$2.52M Hold
61,349
1.07% 35
2024
Q1
$2.58M Buy
61,349
+177
+0.3% +$7.45K 1.04% 37
2023
Q4
$2.3M Buy
+61,172
New +$2.3M 0.98% 37