MGB 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 | $659K | Buy |
12,619
+736
| +6% | +$38.4K | 0.22% | 97 |
|
|
2025
Q1 | $589K | Buy |
11,883
+1,903
| +19% | +$94.3K | 0.21% | 107 |
|
|
2024
Q4 | $482K | Buy |
9,980
+203
| +2% | +$9.81K | 0.15% | 122 |
|
|
2024
Q3 | $442K | Hold |
9,777
| – | – | 0.16% | 128 |
|
|
2024
Q2 | $414K | Sell |
9,777
-1
| -0% | -$42 | 0.15% | 130 |
|
|
2024
Q1 | $412K | Hold |
9,778
| – | – | 0.17% | 130 |
|
|
2023
Q4 | $368K | Buy |
+9,778
| New | +$368K | 0.18% | 135 |
|