KJWM
Kiley Juergens Wealth Management’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 | $881K | Hold |
16,821
| – | – | 0.2% | 60 |
|
|
2025
Q1 | $838K | Buy |
16,821
+3,000
| +22% | +$149K | 0.22% | 57 |
|
|
2024
Q4 | $668K | Hold |
13,821
| – | – | 0.17% | 61 |
|
|
2024
Q3 | $626K | Hold |
13,821
| – | – | 0.16% | 61 |
|
|
2024
Q2 | $568K | Hold |
13,821
| – | – | 0.16% | 62 |
|
|
2024
Q1 | $582K | Sell |
13,821
-674
| -5% | -$28.4K | 0.18% | 60 |
|
|
2023
Q4 | $545K | Buy |
14,495
+252
| +2% | +$9.48K | 0.18% | 57 |
|
|
2023
Q3 | $472K | Sell |
14,243
-88
| -0.6% | -$2.92K | 0.17% | 63 |
|
|
2023
Q2 | $483K | Sell |
14,331
-42
| -0.3% | -$1.42K | 0.17% | 65 |
|
|
2023
Q1 | $462K | Buy |
14,373
+3
| +0% | +$96 | 0.17% | 67 |
|
|
2022
Q4 | $491K | Buy |
14,370
+4
| +0% | +$137 | 0.21% | 65 |
|
|
2022
Q3 | $436K | Buy |
14,366
+2
| +0% | +$61 | 0.21% | 63 |
|
|
2022
Q2 | $451K | Buy |
+14,364
| New | +$451K | 0.21% | 63 |
|
|
2022
Q1 | – | Sell |
-14,533
| Closed | -$568K | – | 71 |
|
|
2021
Q4 | $568K | Sell |
14,533
-1,313
| -8% | -$51.3K | 0.22% | 59 |
|
|
2021
Q3 | $594K | Buy |
15,846
+223
| +1% | +$8.36K | 0.26% | 55 |
|
|
2021
Q2 | $573K | Buy |
15,623
+5
| +0% | +$183 | 0.26% | 56 |
|
|
2021
Q1 | $531K | Buy |
+15,618
| New | +$531K | 0.28% | 52 |
|
|
2019
Q4 | – | Sell |
-11,844
| Closed | -$331K | – | 46 |
|
|
2019
Q3 | $331K | Sell |
11,844
-8,489
| -42% | -$237K | 0.36% | 37 |
|
|
2019
Q2 | $561K | Sell |
20,333
-1,389
| -6% | -$38.3K | 0.63% | 31 |
|
|
2019
Q1 | $558K | Sell |
21,722
-889
| -4% | -$22.8K | 0.7% | 28 |
|
|
2018
Q4 | $538K | Buy |
22,611
+7,954
| +54% | +$189K | 0.75% | 29 |
|
|
2018
Q3 | $404K | Buy |
14,657
+802
| +6% | +$22.1K | 0.3% | 63 |
|
|
2018
Q2 | $368K | Buy |
13,855
+4,893
| +55% | +$130K | 0.33% | 58 |
|
|
2018
Q1 | $247K | Sell |
8,962
-998
| -10% | -$27.5K | 0.27% | 69 |
|
|
2017
Q4 | $277K | Buy |
+9,960
| New | +$277K | 0.25% | 65 |
|