Golden State 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 | $1.88M | Sell |
35,953
-1,852
| -5% | -$97K | 0.23% | 83 |
|
|
2025
Q1 | $1.88M | Buy |
37,805
+1,649
| +5% | +$82.1K | 0.28% | 73 |
|
|
2024
Q4 | $1.75M | Buy |
+36,156
| New | +$1.75M | 0.26% | 75 |
|
|
2022
Q1 | $1.82M | Sell |
47,554
-956
| -2% | -$36.6K | 0.36% | 52 |
|
|
2021
Q4 | $1.89M | Sell |
48,510
-18
| -0% | -$703 | 0.33% | 54 |
|
|
2021
Q3 | $1.82M | Sell |
48,528
-5,221
| -10% | -$196K | 0.4% | 46 |
|
|
2021
Q2 | $1.97M | Buy |
53,749
+10,297
| +24% | +$378K | 0.43% | 46 |
|
|
2021
Q1 | $1.48M | Sell |
43,452
-1,599
| -4% | -$54.4K | 0.49% | 37 |
|
|
2020
Q4 | $1.33M | Sell |
45,051
-6,365
| -12% | -$188K | 0.38% | 51 |
|
|
2020
Q3 | $1.24M | Sell |
51,416
-5,740
| -10% | -$138K | 0.41% | 40 |
|
|
2020
Q2 | $1.32M | Sell |
57,156
-8,073
| -12% | -$187K | 0.42% | 39 |
|
|
2020
Q1 | $1.36M | Buy |
+65,229
| New | +$1.36M | 0.6% | 31 |
|
|
2019
Q4 | – | Sell |
-93,425
| Closed | -$2.62M | – | 969 |
|
|
2019
Q3 | $2.62M | Sell |
93,425
-944
| -1% | -$26.4K | 0.86% | 24 |
|
|
2019
Q2 | $2.6M | Buy |
94,369
+5,670
| +6% | +$156K | 0.83% | 24 |
|
|
2019
Q1 | $2.28M | Buy |
+88,699
| New | +$2.28M | 0.76% | 25 |
|