Kingswood Wealth Advisors’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 | $4.21M | Buy |
80,338
+1,813
| +2% | +$94.9K | 0.33% | 64 |
|
|
2025
Q1 | $3.91M | Sell |
78,525
-4,952
| -6% | -$247K | 0.36% | 60 |
|
|
2024
Q4 | $4.03M | Sell |
83,477
-9,031
| -10% | -$436K | 0.3% | 63 |
|
|
2024
Q3 | $4.19M | Buy |
92,508
+73,084
| +376% | +$3.31M | 0.3% | 75 |
|
|
2024
Q2 | $799K | Buy |
19,424
+1,228
| +7% | +$50.5K | 0.07% | 281 |
|
|
2024
Q1 | $766K | Sell |
18,196
-6,305
| -26% | -$266K | 0.09% | 252 |
|
|
2023
Q4 | $921K | Buy |
24,501
+12,929
| +112% | +$486K | 0.1% | 208 |
|
|
2023
Q3 | $384K | Buy |
+11,572
| New | +$384K | 0.07% | 292 |
|