Mosaic Financial Group’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 | $440K | Buy |
8,405
+17
| +0.2% | +$890 | 0.34% | 68 |
|
|
2025
Q1 | $418K | Hold |
8,388
| – | – | 0.34% | 66 |
|
|
2024
Q4 | $405K | Sell |
8,388
-111
| -1% | -$5.36K | 0.29% | 70 |
|
|
2024
Q3 | $385K | Sell |
8,499
-39
| -0.5% | -$1.77K | 0.27% | 73 |
|
|
2024
Q2 | $351K | Sell |
8,538
-878
| -9% | -$36.1K | 0.25% | 76 |
|
|
2024
Q1 | $397K | Buy |
+9,416
| New | +$397K | 0.32% | 64 |
|