Liberty 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
Q2 | $418K | Buy |
7,981
+590
| +8% | +$30.9K | 0.07% | 142 |
|
|
2025
Q1 | $368K | Buy |
7,391
+5
| +0.1% | +$249 | 0.07% | 105 |
|
|
2024
Q4 | $357K | Buy |
7,386
+222
| +3% | +$10.7K | 0.06% | 147 |
|
|
2024
Q3 | $325K | Sell |
7,164
-206
| -3% | -$9.35K | 0.06% | 151 |
|
|
2024
Q2 | $303K | Buy |
7,370
+6
| +0.1% | +$247 | 0.06% | 158 |
|
|
2024
Q1 | $310K | Sell |
7,364
-95
| -1% | -$4K | 0.06% | 143 |
|
|
2023
Q4 | $280K | Buy |
7,459
+107
| +1% | +$4.02K | 0.06% | 138 |
|
|
2023
Q3 | $244K | Sell |
7,352
-470
| -6% | -$15.6K | 0.06% | 148 |
|
|
2023
Q2 | $264K | Buy |
7,822
+157
| +2% | +$5.29K | 0.07% | 150 |
|
|
2023
Q1 | $246K | Buy |
+7,665
| New | +$246K | 0.05% | 197 |
|
|
2022
Q3 | $245K | Buy |
8,101
+672
| +9% | +$20.3K | 0.07% | 130 |
|
|
2022
Q2 | $233K | Sell |
7,429
-1,474
| -17% | -$46.2K | 0.09% | 128 |
|
|
2022
Q1 | $341K | Buy |
+8,903
| New | +$341K | 0.12% | 100 |
|
|
2021
Q4 | – | Sell |
-6,823
| Closed | -$256K | – | 134 |
|
|
2021
Q3 | $256K | Buy |
6,823
+2,955
| +76% | +$111K | 0.09% | 137 |
|
|
2021
Q2 | $142K | Buy |
3,868
+1,008
| +35% | +$37K | 0.06% | 169 |
|
|
2021
Q1 | $83K | Hold |
2,860
| – | – | 0.04% | 205 |
|
|
2020
Q4 | $83K | Sell |
2,860
-999
| -26% | -$29K | 0.04% | 203 |
|
|
2020
Q3 | $93K | Sell |
3,859
-1,497
| -28% | -$36.1K | 0.05% | 167 |
|
|
2020
Q2 | $124K | Sell |
5,356
-345
| -6% | -$7.99K | 0.09% | 125 |
|
|
2020
Q1 | $119K | Sell |
5,701
-480
| -8% | -$10K | 0.1% | 124 |
|
|
2019
Q4 | $190K | Hold |
6,181
| – | – | 0.15% | 107 |
|
|
2019
Q3 | $173K | Hold |
6,181
| – | – | 0.16% | 105 |
|
|
2019
Q2 | $171K | Sell |
6,181
-826,910
| -99% | -$22.9M | 0.15% | 116 |
|
|
2019
Q1 | $21.4M | Buy |
833,091
+4,944
| +0.6% | +$127K | 16.13% | 2 |
|
|
2018
Q4 | $19.7M | Buy |
+828,147
| New | +$19.7M | 14.71% | 2 |
|