Ironwood Wealth Management (West Virginia)’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 | $4.38M | Sell |
83,882
-207
| -0.2% | -$10.8K | 2.07% | 15 |
|
|
2025
Q1 | $3.86M | Sell |
84,089
-9,881
| -11% | -$454K | 2.01% | 15 |
|
|
2024
Q4 | $4.45M | Sell |
93,970
-1,244
| -1% | -$58.9K | 2.19% | 15 |
|
|
2024
Q3 | $4.35M | Sell |
95,214
-850
| -0.9% | -$38.8K | 2.13% | 16 |
|
|
2024
Q2 | $4.06M | Buy |
96,064
+601
| +0.6% | +$25.4K | 2.05% | 15 |
|
|
2024
Q1 | $3.88M | Buy |
95,463
+222
| +0.2% | +$9.01K | 2.03% | 15 |
|
|
2023
Q4 | $3.59M | Buy |
95,241
+2,728
| +3% | +$103K | 1.96% | 15 |
|
|
2023
Q3 | $3.03M | Buy |
92,513
+2,672
| +3% | +$87.5K | 1.81% | 15 |
|
|
2023
Q2 | $3.01M | Buy |
89,841
+926
| +1% | +$31.1K | 1.75% | 15 |
|
|
2023
Q1 | $2.84M | Buy |
88,915
+1,199
| +1% | +$38.4K | 1.7% | 15 |
|
|
2022
Q4 | $3.14M | Buy |
87,716
+563
| +0.6% | +$20.2K | 1.84% | 15 |
|
|
2022
Q3 | $2.69M | Buy |
87,153
+767
| +0.9% | +$23.7K | 1.93% | 14 |
|
|
2022
Q2 | $2.77M | Buy |
86,386
+1,757
| +2% | +$56.4K | 1.9% | 14 |
|
|
2022
Q1 | $3.24M | Buy |
+84,629
| New | +$3.24M | 2.34% | 13 |
|