LongView 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 | $498K | Buy |
9,511
+137
| +1% | +$7.18K | 0.15% | 119 |
|
|
2025
Q1 | $467K | Buy |
9,374
+917
| +11% | +$45.7K | 0.14% | 125 |
|
|
2024
Q4 | $409K | Buy |
8,457
+1,140
| +16% | +$55.1K | 0.12% | 133 |
|
|
2024
Q3 | $332K | Buy |
7,317
+4
| +0.1% | +$181 | 0.11% | 152 |
|
|
2024
Q2 | $301K | Buy |
7,313
+4
| +0.1% | +$164 | 0.11% | 145 |
|
|
2024
Q1 | $308K | Buy |
7,309
+3
| +0% | +$126 | 0.12% | 141 |
|
|
2023
Q4 | $276K | Buy |
+7,306
| New | +$276K | 0.12% | 144 |
|