HNW
High Note Wealth’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 | $2.95M | Sell |
56,269
-682
| -1% | -$35.7K | 0.67% | 37 |
|
|
2025
Q1 | $2.84M | Sell |
56,951
-2,282
| -4% | -$114K | 0.7% | 34 |
|
|
2024
Q4 | $2.86M | Sell |
59,233
-665
| -1% | -$32.1K | 0.75% | 34 |
|
|
2024
Q3 | $2.71M | Sell |
59,898
-873
| -1% | -$39.6K | 0.78% | 35 |
|
|
2024
Q2 | $2.5M | Sell |
60,771
-671
| -1% | -$27.6K | 0.76% | 33 |
|
|
2024
Q1 | $2.59M | Sell |
61,442
-763
| -1% | -$32.1K | 0.84% | 31 |
|
|
2023
Q4 | $2.34M | Sell |
62,205
-1,182
| -2% | -$44.4K | 0.88% | 33 |
|
|
2023
Q3 | $2.1M | Buy |
63,387
+3,945
| +7% | +$131K | 0.87% | 35 |
|
|
2023
Q2 | $2M | Sell |
59,442
-1,596
| -3% | -$53.8K | 0.82% | 35 |
|
|
2023
Q1 | $1.96M | Buy |
61,038
+922
| +2% | +$29.6K | 0.81% | 38 |
|
|
2022
Q4 | $2.06M | Sell |
60,116
-3,150
| -5% | -$108K | 0.86% | 36 |
|
|
2022
Q3 | $2.11M | Sell |
63,266
-12
| -0% | -$400 | 0.84% | 36 |
|
|
2022
Q2 | $1.99M | Buy |
63,278
+2,732
| +5% | +$85.9K | 0.78% | 37 |
|
|
2022
Q1 | $2.32M | Buy |
+60,546
| New | +$2.32M | 0.82% | 40 |
|