Ironwood Investment Counsel’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 | $245K | Buy |
4,676
+2
| +0% | +$105 | 0.04% | 225 |
|
|
2025
Q1 | $233K | Sell |
4,674
-389
| -8% | -$19.4K | 0.04% | 221 |
|
|
2024
Q4 | $245K | Buy |
5,063
+2
| +0% | +$97 | 0.04% | 221 |
|
|
2024
Q3 | $229K | Sell |
5,061
-1,673
| -25% | -$75.8K | 0.04% | 237 |
|
|
2024
Q2 | $277K | Buy |
6,734
+1
| +0% | +$41 | 0.05% | 217 |
|
|
2024
Q1 | $284K | Sell |
6,733
-483
| -7% | -$20.3K | 0.05% | 217 |
|
|
2023
Q4 | $271K | Sell |
7,216
-632
| -8% | -$23.8K | 0.05% | 211 |
|
|
2023
Q3 | $699K | Buy |
7,848
+550
| +8% | +$49K | 0.15% | 132 |
|
|
2023
Q2 | $246K | Sell |
7,298
-2,862
| -28% | -$96.5K | 0.06% | 183 |
|
|
2023
Q1 | $327K | Sell |
10,160
-2,276
| -18% | -$73.2K | 0.08% | 161 |
|
|
2022
Q4 | $425K | Buy |
+12,436
| New | +$425K | 0.1% | 138 |
|
|
2021
Q4 | – | Sell |
-6,097
| Closed | -$228K | – | 217 |
|
|
2021
Q3 | $228K | Buy |
+6,097
| New | +$228K | 0.06% | 183 |
|