MWM
Mattern Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
6,726
| – | – | 0.07% | 113 |
|
|
2025
Q1 | $335K | Hold |
6,726
| – | – | 0.07% | 125 |
|
|
2024
Q4 | $325K | Hold |
6,726
| – | – | 0.07% | 131 |
|
|
2024
Q3 | $305K | Hold |
6,726
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $277K | Hold |
6,726
| – | – | 0.07% | 145 |
|
|
2024
Q1 | $283K | Buy |
6,726
+120
| +2% | +$5.05K | 0.07% | 144 |
|
|
2023
Q4 | $248K | Sell |
6,606
-20
| -0.3% | -$752 | 0.06% | 151 |
|
|
2023
Q3 | $220K | Sell |
6,626
-200
| -3% | -$6.63K | 0.06% | 156 |
|
|
2023
Q2 | $230K | Sell |
6,826
-430
| -6% | -$14.5K | 0.07% | 154 |
|
|
2023
Q1 | $233K | Hold |
7,256
| – | – | 0.08% | 160 |
|
|
2022
Q4 | $248K | Buy |
+7,256
| New | +$248K | 0.1% | 141 |
|
|
2022
Q2 | – | Sell |
-6,581
| Closed | -$252K | – | 165 |
|
|
2022
Q1 | $252K | Hold |
6,581
| – | – | 0.08% | 143 |
|
|
2021
Q4 | $257K | Hold |
6,581
| – | – | 0.08% | 153 |
|
|
2021
Q3 | $247K | Hold |
6,581
| – | – | 0.08% | 150 |
|
|
2021
Q2 | $238K | Buy |
+6,581
| New | +$238K | 0.08% | 154 |
|
|
2020
Q2 | – | Sell |
-12,784
| Closed | -$266K | – | 143 |
|
|
2020
Q1 | $266K | Sell |
12,784
-17,114
| -57% | -$356K | 0.19% | 103 |
|
|
2019
Q4 | $920K | Buy |
+29,898
| New | +$920K | 0.55% | 69 |
|