Keebeck 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
Q2 | $1.38M | Sell |
26,349
-1,220
| -4% | -$63.9K | 0.18% | 122 |
|
|
2025
Q1 | $1.37M | Hold |
27,569
| – | – | 0.2% | 112 |
|
|
2024
Q4 | $1.33M | Sell |
27,569
-268
| -1% | -$13K | 0.19% | 112 |
|
|
2024
Q3 | $1.26M | Sell |
27,837
-2,768
| -9% | -$125K | 0.18% | 117 |
|
|
2024
Q2 | $1.26M | Sell |
30,605
-4
| -0% | -$164 | 0.18% | 120 |
|
|
2024
Q1 | $1.29M | Sell |
30,609
-137
| -0.4% | -$5.77K | 0.19% | 124 |
|
|
2023
Q4 | $1.16M | Sell |
30,746
-8,854
| -22% | -$333K | 0.19% | 123 |
|
|
2023
Q3 | $1.31M | Sell |
39,600
-2,945
| -7% | -$97.7K | 0.23% | 101 |
|
|
2023
Q2 | $1.43M | Sell |
42,545
-142
| -0.3% | -$4.79K | 0.2% | 100 |
|
|
2023
Q1 | $1.37M | Buy |
42,687
+1,661
| +4% | +$53.4K | 0.22% | 96 |
|
|
2022
Q4 | $1.4M | Buy |
41,026
+5,368
| +15% | +$184K | 0.25% | 89 |
|
|
2022
Q3 | $1.08M | Buy |
35,658
+3,247
| +10% | +$98.6K | 0.21% | 104 |
|
|
2022
Q2 | $1.02M | Sell |
32,411
-9,780
| -23% | -$307K | 0.19% | 110 |
|
|
2022
Q1 | $1.62M | Sell |
42,191
-37
| -0.1% | -$1.42K | 0.27% | 89 |
|
|
2021
Q4 | $1.65M | Buy |
42,228
+5,636
| +15% | +$220K | 0.29% | 79 |
|
|
2021
Q3 | $1.37M | Sell |
36,592
-8,979
| -20% | -$337K | 0.27% | 83 |
|
|
2021
Q2 | $1.67M | Buy |
45,571
+18,248
| +67% | +$670K | 0.24% | 84 |
|
|
2021
Q1 | $930K | Sell |
27,323
-7,143
| -21% | -$243K | 0.14% | 116 |
|
|
2020
Q4 | $1.02M | Sell |
34,466
-243
| -0.7% | -$7.16K | 0.18% | 92 |
|
|
2020
Q3 | $835K | Buy |
34,709
+250
| +0.7% | +$6.01K | 0.17% | 92 |
|
|
2020
Q2 | $797K | Sell |
34,459
-29,233
| -46% | -$676K | 0.25% | 82 |
|
|
2020
Q1 | $1.33M | Sell |
63,692
-5,616
| -8% | -$117K | 0.55% | 39 |
|
|
2019
Q4 | $2.13M | Buy |
+69,308
| New | +$2.13M | 0.68% | 36 |
|