Massachusetts 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 | $4.83M | Buy |
92,236
+1,875
| +2% | +$98.2K | 2.72% | 5 |
|
|
2025
Q1 | $4.5M | Buy |
90,361
+10,430
| +13% | +$520K | 3.09% | 4 |
|
|
2024
Q4 | $3.86M | Buy |
79,931
+13,550
| +20% | +$655K | 2.38% | 7 |
|
|
2024
Q3 | $3.01M | Buy |
66,381
+2,145
| +3% | +$97.2K | 1.9% | 10 |
|
|
2024
Q2 | $2.64M | Buy |
64,236
+9,020
| +16% | +$371K | 1.77% | 13 |
|
|
2024
Q1 | $2.33M | Buy |
55,216
+4,681
| +9% | +$197K | 1.64% | 18 |
|
|
2023
Q4 | $1.9M | Buy |
50,535
+6,375
| +14% | +$240K | 1.53% | 19 |
|
|
2023
Q3 | $1.46M | Buy |
44,160
+3,125
| +8% | +$104K | 1.35% | 27 |
|
|
2023
Q2 | $1.38M | Buy |
41,035
+3,190
| +8% | +$108K | 1.32% | 29 |
|
|
2023
Q1 | $1.22M | Sell |
37,845
-1,800
| -5% | -$57.9K | 1.25% | 33 |
|
|
2022
Q4 | $1.45M | Buy |
+39,645
| New | +$1.45M | 1.4% | 28 |
|