KCFA
Key Client Fiduciary Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $655K | Sell |
12,507
-543
| -4% | -$28.4K | 0.26% | 82 |
|
|
2025
Q1 | $650K | Buy |
13,050
+10
| +0.1% | +$498 | 0.3% | 77 |
|
|
2024
Q4 | $630K | Buy |
13,040
+12
| +0.1% | +$580 | 0.28% | 82 |
|
|
2024
Q3 | $590K | Buy |
13,028
+946
| +8% | +$42.9K | 0.26% | 84 |
|
|
2024
Q2 | $497K | Buy |
12,082
+8
| +0.1% | +$329 | 0.25% | 89 |
|
|
2024
Q1 | $509K | Sell |
12,074
-245
| -2% | -$10.3K | 0.27% | 85 |
|
|
2023
Q4 | $463K | Sell |
12,319
-124,377
| -91% | -$4.68M | 0.27% | 90 |
|
|
2023
Q3 | $4.53M | Sell |
136,696
-4,186
| -3% | -$139K | 2.78% | 7 |
|
|
2023
Q2 | $4.75M | Sell |
140,882
-1,856
| -1% | -$62.6K | 2.76% | 8 |
|
|
2023
Q1 | $4.59M | Buy |
142,738
+130,822
| +1,098% | +$4.21M | 2.86% | 8 |
|
|
2022
Q4 | $408K | Sell |
11,916
-279
| -2% | -$9.54K | 0.28% | 81 |
|
|
2022
Q3 | $370K | Sell |
12,195
-1,820
| -13% | -$55.2K | 0.33% | 62 |
|
|
2022
Q2 | $441K | Buy |
14,015
+380
| +3% | +$12K | 0.43% | 53 |
|
|
2022
Q1 | $523K | Buy |
13,635
+1,145
| +9% | +$43.9K | 0.41% | 55 |
|
|
2021
Q4 | $488K | Buy |
+12,490
| New | +$488K | 0.4% | 62 |
|