Horizon 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
Q1 | – | Sell |
-4,557
| Closed | -$220K | – | 110 |
|
|
2024
Q4 | $220K | Sell |
4,557
-38,562
| -89% | -$1.86M | 0.04% | 85 |
|
|
2024
Q3 | $1.95M | Sell |
43,119
-398
| -0.9% | -$18K | 0.39% | 25 |
|
|
2024
Q2 | $1.79M | Buy |
+43,517
| New | +$1.79M | 0.43% | 22 |
|
|
2023
Q2 | – | Sell |
-9,523
| Closed | -$306K | – | 86 |
|
|
2023
Q1 | $306K | Hold |
9,523
| – | – | 0.23% | 48 |
|
|
2022
Q4 | $326K | Buy |
9,523
+2,797
| +42% | +$95.7K | 0.27% | 38 |
|
|
2022
Q3 | $204K | Sell |
6,726
-2,955
| -31% | -$89.6K | 0.15% | 64 |
|
|
2022
Q2 | $304K | Sell |
9,681
-160,418
| -94% | -$5.04M | 0.13% | 74 |
|
|
2022
Q1 | $6.52M | Buy |
170,099
+49,210
| +41% | +$1.89M | 2.03% | 15 |
|
|
2021
Q4 | $4.72M | Buy |
+120,889
| New | +$4.72M | 1.38% | 17 |
|