Mayflower Financial Advisors’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 | $251K | Sell |
4,790
-501
| -9% | -$26.2K | 0.03% | 351 |
|
|
2025
Q1 | $264K | Buy |
5,291
+59
| +1% | +$2.94K | 0.04% | 324 |
|
|
2024
Q4 | $253K | Sell |
5,232
-372
| -7% | -$18K | 0.04% | 327 |
|
|
2024
Q3 | $254K | Sell |
5,604
-939
| -14% | -$42.6K | 0.04% | 316 |
|
|
2024
Q2 | $269K | Sell |
6,543
-772
| -11% | -$31.7K | 0.04% | 293 |
|
|
2024
Q1 | $308K | Sell |
7,315
-174
| -2% | -$7.33K | 0.05% | 280 |
|
|
2023
Q4 | $282K | Buy |
7,489
+131
| +2% | +$4.93K | 0.04% | 275 |
|
|
2023
Q3 | $244K | Sell |
7,358
-5,391
| -42% | -$179K | 0.04% | 283 |
|
|
2023
Q2 | $430K | Buy |
12,749
+3,171
| +33% | +$107K | 0.06% | 230 |
|
|
2023
Q1 | $308K | Buy |
9,578
+1,661
| +21% | +$53.4K | 0.04% | 261 |
|
|
2022
Q4 | $271K | Buy |
7,917
+6
| +0.1% | +$205 | 0.04% | 283 |
|
|
2022
Q3 | $240K | Sell |
7,911
-1,132
| -13% | -$34.3K | 0.04% | 278 |
|
|
2022
Q2 | $284K | Sell |
9,043
-83
| -0.9% | -$2.61K | 0.04% | 256 |
|
|
2022
Q1 | $350K | Sell |
9,126
-237
| -3% | -$9.09K | 0.05% | 244 |
|
|
2021
Q4 | $366K | Buy |
9,363
+826
| +10% | +$32.3K | 0.05% | 235 |
|
|
2021
Q3 | $341K | Buy |
8,537
+404
| +5% | +$16.1K | 0.05% | 239 |
|
|
2021
Q2 | $298K | Buy |
8,133
+4
| +0% | +$147 | 0.04% | 244 |
|
|
2021
Q1 | $277K | Buy |
8,129
+200
| +3% | +$6.82K | 0.04% | 238 |
|
|
2020
Q4 | $234K | Buy |
+7,929
| New | +$234K | 0.04% | 238 |
|