Monograph Wealth 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 | $751K | Hold |
14,345
| – | – | 0.09% | 62 |
|
|
2025
Q1 | $715K | Hold |
14,345
| – | – | 0.1% | 57 |
|
|
2024
Q4 | $693K | Hold |
14,345
| – | – | 0.09% | 56 |
|
|
2024
Q3 | $650K | Hold |
14,345
| – | – | 0.08% | 62 |
|
|
2024
Q2 | $590K | Hold |
14,345
| – | – | 0.09% | 58 |
|
|
2024
Q1 | $604K | Hold |
14,345
| – | – | 0.09% | 85 |
|
|
2023
Q4 | $539K | Sell |
14,345
-1,232
| -8% | -$46.3K | 0.1% | 56 |
|
|
2023
Q3 | $517K | Hold |
15,577
| – | – | 0.1% | 67 |
|
|
2023
Q2 | $525K | Hold |
15,577
| – | – | 0.11% | 47 |
|
|
2023
Q1 | $501K | Hold |
15,577
| – | – | 0.12% | 47 |
|
|
2022
Q4 | $533K | Hold |
15,577
| – | – | 0.14% | 50 |
|
|
2022
Q3 | $473K | Hold |
15,577
| – | – | 0.16% | 43 |
|
|
2022
Q2 | $490K | Hold |
15,577
| – | – | 0.14% | 42 |
|
|
2022
Q1 | $597K | Sell |
15,577
-345
| -2% | -$13.2K | 0.15% | 45 |
|
|
2021
Q4 | $622K | Buy |
+15,922
| New | +$622K | 0.16% | 44 |
|