Gradient Capital Advisors’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 | $348K | Buy |
6,651
+1
| +0% | +$52 | 0.1% | 121 |
|
|
2025
Q1 | $331K | Buy |
6,650
+1,451
| +28% | +$72.3K | 0.11% | 116 |
|
|
2024
Q4 | $251K | Buy |
5,199
+1
| +0% | +$48 | 0.08% | 137 |
|
|
2024
Q3 | $236K | Buy |
5,198
+1
| +0% | +$45 | 0.08% | 140 |
|
|
2024
Q2 | $214K | Hold |
5,197
| – | – | 0.08% | 137 |
|
|
2024
Q1 | $219K | Buy |
+5,197
| New | +$219K | 0.08% | 136 |
|
|
2022
Q2 | – | Sell |
-5,451
| Closed | -$209K | – | 128 |
|
|
2022
Q1 | $209K | Buy |
5,451
+4
| +0.1% | +$153 | 0.09% | 119 |
|
|
2021
Q4 | $213K | Buy |
5,447
+5
| +0.1% | +$196 | 0.09% | 116 |
|
|
2021
Q3 | $204K | Buy |
+5,442
| New | +$204K | 0.09% | 116 |
|