Innova Wealth Partners’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 | $4.91M | Sell |
93,744
-7,201
| -7% | -$377K | 2.89% | 9 |
|
|
2025
Q1 | $5.03M | Sell |
100,945
-21,473
| -18% | -$1.07M | 3.12% | 7 |
|
|
2024
Q4 | $5.92M | Buy |
122,418
+116,819
| +2,086% | +$5.65M | 3.73% | 5 |
|
|
2024
Q3 | $254K | Sell |
5,599
-116,421
| -95% | -$5.28M | 0.21% | 65 |
|
|
2024
Q2 | $5.02M | Sell |
122,020
-2,113
| -2% | -$86.9K | 3.59% | 7 |
|
|
2024
Q1 | $5.23M | Sell |
124,133
-191
| -0.2% | -$8.05K | 4.04% | 3 |
|
|
2023
Q4 | $4.67M | Buy |
+124,324
| New | +$4.67M | 4.02% | 10 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 64 |
|
|
2023
Q1 | – | Sell |
-138,831
| Closed | -$4.75M | – | 59 |
|
|
2022
Q4 | $4.75M | Buy |
+138,831
| New | +$4.75M | 4.17% | 9 |
|
|
2022
Q2 | – | Sell |
-136,414
| Closed | -$5.23M | – | 67 |
|
|
2022
Q1 | $5.23M | Sell |
136,414
-8,103
| -6% | -$310K | 3.76% | 12 |
|
|
2021
Q4 | $5.64M | Sell |
144,517
-1,721
| -1% | -$67.2K | 3.99% | 11 |
|
|
2021
Q3 | $5.49M | Buy |
146,238
+5,745
| +4% | +$216K | 4.35% | 5 |
|
|
2021
Q2 | $5.16M | Buy |
140,493
+3,797
| +3% | +$139K | 4.06% | 5 |
|
|
2021
Q1 | $4.65M | Sell |
136,696
-6,955
| -5% | -$237K | 3.95% | 9 |
|
|
2020
Q4 | $4.24M | Buy |
+143,651
| New | +$4.24M | 3.96% | 9 |
|