Moulton 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 | $1.2M | Sell |
22,513
-30,400
| -57% | -$1.62M | 0.91% | 28 |
|
|
2025
Q1 | $2.64M | Buy |
52,913
+1,150
| +2% | +$57.3K | 2.01% | 15 |
|
|
2024
Q4 | $2.5M | Buy |
51,763
+23,307
| +82% | +$1.13M | 1.92% | 13 |
|
|
2024
Q3 | $1.3M | Buy |
+28,456
| New | +$1.3M | 1.08% | 21 |
|
|
2022
Q1 | – | Sell |
-44,009
| Closed | -$1.79M | – | 25 |
|
|
2021
Q4 | $1.79M | Sell |
44,009
-24,520
| -36% | -$996K | 1.31% | 18 |
|
|
2021
Q3 | $2.61M | Sell |
68,529
-118,301
| -63% | -$4.51M | 1.95% | 17 |
|
|
2021
Q2 | $6.86M | Sell |
186,830
-28,199
| -13% | -$1.03M | 5.01% | 7 |
|
|
2021
Q1 | $7.46M | Buy |
215,029
+67,305
| +46% | +$2.33M | 5.63% | 5 |
|
|
2020
Q4 | $4.58M | Buy |
+147,724
| New | +$4.58M | 3.69% | 14 |
|