KWB Wealth’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 | – | Sell |
-6,724
| Closed | -$325K | – | 167 |
|
|
2025
Q1 | $325K | Sell |
6,724
-1,500
| -18% | -$72.5K | 0.04% | 118 |
|
|
2024
Q4 | $373K | Sell |
8,224
-2,745
| -25% | -$124K | 0.05% | 103 |
|
|
2024
Q3 | $451K | Buy |
10,969
+274
| +3% | +$11.3K | 0.06% | 84 |
|
|
2024
Q2 | $450K | Hold |
10,695
| – | – | 0.06% | 81 |
|
|
2024
Q1 | $450K | Buy |
10,695
+259
| +2% | +$10.9K | 0.06% | 81 |
|
|
2023
Q4 | $392K | Buy |
10,436
+1,845
| +21% | +$69.4K | 0.06% | 90 |
|
|
2023
Q3 | $290K | Sell |
8,591
-542
| -6% | -$18.3K | 0.05% | 104 |
|
|
2023
Q2 | $308K | Buy |
+9,133
| New | +$308K | 0.05% | 102 |
|