Hibernia Wealth Partners’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.1M | Buy |
420,646
+209,154
| +99% | +$11.5M | 7.46% | 4 |
|
2025
Q1 | $10.7M | Sell |
211,492
-6,981
| -3% | -$354K | 7.63% | 5 |
|
2024
Q4 | $11.7M | Sell |
218,473
-227,436
| -51% | -$12.2M | 7.61% | 4 |
|
2024
Q3 | $23.1M | Buy |
445,909
+9,680
| +2% | +$502K | 6.91% | 4 |
|
2024
Q2 | $22.2M | Buy |
436,229
+231,950
| +114% | +$11.8M | 7.73% | 5 |
|
2024
Q1 | $10.2M | Sell |
204,279
-10,707
| -5% | -$534K | 6.9% | 4 |
|
2023
Q4 | $9.84M | Buy |
+214,986
| New | +$9.84M | 7.37% | 3 |
|