MONECO 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 | $664K | Buy |
12,683
+2,161
| +21% | +$113K | 0.06% | 243 |
|
|
2025
Q1 | $524K | Buy |
10,522
+743
| +8% | +$37K | 0.05% | 274 |
|
|
2024
Q4 | $473K | Buy |
9,779
+468
| +5% | +$22.6K | 0.05% | 284 |
|
|
2024
Q3 | $422K | Buy |
9,311
+89
| +1% | +$4.03K | 0.05% | 285 |
|
|
2024
Q2 | $379K | Sell |
9,222
-691
| -7% | -$28.4K | 0.06% | 274 |
|
|
2024
Q1 | $418K | Sell |
9,913
-712
| -7% | -$30K | 0.07% | 263 |
|
|
2023
Q4 | $400K | Sell |
10,625
-121
| -1% | -$4.55K | 0.08% | 241 |
|
|
2023
Q3 | $356K | Sell |
10,746
-180
| -2% | -$5.97K | 0.1% | 223 |
|
|
2023
Q2 | $368K | Sell |
10,926
-2,710
| -20% | -$91.4K | 0.1% | 218 |
|
|
2023
Q1 | $438K | Buy |
13,636
+318
| +2% | +$10.2K | 0.13% | 182 |
|
|
2022
Q4 | $455K | Buy |
13,318
+3,512
| +36% | +$120K | 0.16% | 143 |
|
|
2022
Q3 | $298K | Sell |
9,806
-731
| -7% | -$22.2K | 0.12% | 183 |
|
|
2022
Q2 | $331K | Sell |
10,537
-4,209
| -29% | -$132K | 0.13% | 168 |
|
|
2022
Q1 | $565K | Buy |
14,746
+901
| +7% | +$34.5K | 0.21% | 117 |
|
|
2021
Q4 | $546K | Buy |
+13,845
| New | +$546K | 0.21% | 120 |
|