Icon Wealth 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 | $892K | Buy |
17,038
+6,072
| +55% | +$318K | 0.06% | 182 |
|
|
2025
Q1 | $546K | Buy |
10,966
+3,598
| +49% | +$179K | 0.04% | 209 |
|
|
2024
Q4 | $356K | Sell |
7,368
-480
| -6% | -$23.2K | 0.03% | 271 |
|
|
2024
Q3 | $356K | Buy |
+7,848
| New | +$356K | 0.03% | 264 |
|
|
2024
Q2 | – | Sell |
-8,352
| Closed | -$352K | – | 503 |
|
|
2024
Q1 | $352K | Hold |
8,352
| – | – | 0.03% | 253 |
|
|
2023
Q4 | $314K | Buy |
+8,352
| New | +$314K | 0.03% | 262 |
|
|
2022
Q4 | $347K | Buy |
10,134
+693
| +7% | +$23.7K | 0.04% | 231 |
|
|
2022
Q3 | $287K | Buy |
+9,441
| New | +$287K | 0.03% | 248 |
|