Mission 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 | $2.85M | Buy |
54,481
+1,256
| +2% | +$65.8K | 0.06% | 166 |
|
|
2025
Q1 | $2.65M | Buy |
53,225
+3,713
| +7% | +$185K | 0.07% | 159 |
|
|
2024
Q4 | $2.39M | Sell |
49,512
-344
| -0.7% | -$16.6K | 0.06% | 158 |
|
|
2024
Q3 | $2.26M | Buy |
49,856
+1,028
| +2% | +$46.6K | 0.05% | 164 |
|
|
2024
Q2 | $2.01M | Buy |
48,828
+390
| +0.8% | +$16K | 0.05% | 165 |
|
|
2024
Q1 | $2.04M | Buy |
48,438
+1,618
| +3% | +$68.2K | 0.05% | 173 |
|
|
2023
Q4 | $1.76M | Sell |
46,820
-1,006
| -2% | -$37.8K | 0.06% | 155 |
|
|
2023
Q3 | $1.59M | Buy |
47,826
+831
| +2% | +$27.6K | 0.06% | 151 |
|
|
2023
Q2 | $1.58M | Sell |
46,995
-1,395
| -3% | -$47K | 0.06% | 153 |
|
|
2023
Q1 | $1.56M | Buy |
48,390
+27,501
| +132% | +$884K | 0.07% | 152 |
|
|
2022
Q4 | $714K | Sell |
20,889
-1,320
| -6% | -$45.1K | 0.03% | 251 |
|
|
2022
Q3 | $674K | Buy |
22,209
+1,534
| +7% | +$46.6K | 0.04% | 239 |
|
|
2022
Q2 | $650K | Buy |
20,675
+777
| +4% | +$24.4K | 0.03% | 252 |
|
|
2022
Q1 | $763K | Sell |
19,898
-461
| -2% | -$17.7K | 0.04% | 229 |
|
|
2021
Q4 | $795K | Buy |
20,359
+592
| +3% | +$23.1K | 0.04% | 213 |
|
|
2021
Q3 | $742K | Sell |
19,767
-2,091
| -10% | -$78.5K | 0.04% | 209 |
|
|
2021
Q2 | $802K | Buy |
21,858
+4,543
| +26% | +$167K | 0.04% | 195 |
|
|
2021
Q1 | $590K | Buy |
17,315
+2,137
| +14% | +$72.8K | 0.03% | 232 |
|
|
2020
Q4 | $447K | Buy |
15,178
+635
| +4% | +$18.7K | 0.03% | 261 |
|
|
2020
Q3 | $350K | Sell |
14,543
-3,249
| -18% | -$78.2K | 0.03% | 250 |
|
|
2020
Q2 | $412K | Buy |
17,792
+4,330
| +32% | +$100K | 0.04% | 203 |
|
|
2020
Q1 | $280K | Buy |
13,462
+1,029
| +8% | +$21.4K | 0.03% | 222 |
|
|
2019
Q4 | $383K | Buy |
12,433
+1,192
| +11% | +$36.7K | 0.04% | 210 |
|
|
2019
Q3 | $315K | Buy |
11,241
+3,314
| +42% | +$92.9K | 0.03% | 224 |
|
|
2019
Q2 | $219K | Sell |
7,927
-2,956
| -27% | -$81.7K | 0.02% | 289 |
|
|
2019
Q1 | $280K | Buy |
+10,883
| New | +$280K | 0.03% | 237 |
|