Laidlaw 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
Q1 | – | Sell |
-57,979
| Closed | -$2.8M | – | 172 |
|
|
2024
Q4 | $2.8M | Buy |
57,979
+2,258
| +4% | +$109K | 1.22% | 18 |
|
|
2024
Q3 | $2.53M | Sell |
55,721
-1,207
| -2% | -$54.7K | 1.25% | 21 |
|
|
2024
Q2 | $2.34M | Buy |
56,928
+673
| +1% | +$27.7K | 1.29% | 21 |
|
|
2024
Q1 | $2.37M | Sell |
56,255
-1,584
| -3% | -$66.7K | 1.32% | 17 |
|
|
2023
Q4 | $2.17M | Sell |
57,839
-1,259
| -2% | -$47.3K | 0.79% | 31 |
|
|
2023
Q3 | $1.96M | Sell |
59,098
-19,195
| -25% | -$637K | 0.65% | 39 |
|
|
2023
Q2 | $2.64M | Buy |
78,293
+201
| +0.3% | +$6.78K | 0.52% | 47 |
|
|
2023
Q1 | $2.51M | Buy |
78,092
+13,198
| +20% | +$424K | 0.51% | 51 |
|
|
2022
Q4 | $2.22M | Buy |
64,894
+8,259
| +15% | +$282K | 0.48% | 57 |
|
|
2022
Q3 | $1.72M | Sell |
56,635
-52,240
| -48% | -$1.59M | 0.4% | 71 |
|
|
2022
Q2 | $3.42M | Sell |
108,875
-18,636
| -15% | -$586K | 0.7% | 32 |
|
|
2022
Q1 | $4.89M | Buy |
127,511
+16,950
| +15% | +$649K | 0.82% | 25 |
|
|
2021
Q4 | $4.32M | Buy |
110,561
+2,213
| +2% | +$86.4K | 0.69% | 31 |
|
|
2021
Q3 | $4.07M | Sell |
108,348
-2,270
| -2% | -$85.2K | 1.04% | 22 |
|
|
2021
Q2 | $4.06M | Buy |
110,618
+37,303
| +51% | +$1.37M | 1.05% | 23 |
|
|
2021
Q1 | $2.5M | Buy |
73,315
+52,369
| +250% | +$1.78M | 0.85% | 33 |
|
|
2020
Q4 | $617K | Buy |
20,946
+4,582
| +28% | +$135K | 0.13% | 165 |
|
|
2020
Q3 | $394K | Buy |
16,364
+2,894
| +21% | +$69.7K | 0.18% | 127 |
|
|
2020
Q2 | $312K | Buy |
13,470
+1,710
| +15% | +$39.6K | 0.16% | 128 |
|
|
2020
Q1 | $245K | Sell |
11,760
-9,028
| -43% | -$188K | 0.16% | 130 |
|
|
2019
Q4 | $640K | Buy |
+20,788
| New | +$640K | 0.4% | 79 |
|