Narus Financial Partners’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 | $3.55M | Buy |
67,770
+89
| +0.1% | +$4.66K | 1.11% | 10 |
|
|
2025
Q1 | $3.37M | Buy |
67,681
+10,958
| +19% | +$546K | 1.15% | 13 |
|
|
2024
Q4 | $2.74M | Buy |
56,723
+13,708
| +32% | +$663K | 0.93% | 20 |
|
|
2024
Q3 | $1.95M | Buy |
43,015
+4,582
| +12% | +$208K | 0.7% | 27 |
|
|
2024
Q2 | $1.58M | Sell |
38,433
-140
| -0.4% | -$5.76K | 0.64% | 34 |
|
|
2024
Q1 | $1.62M | Buy |
38,573
+2,290
| +6% | +$96.5K | 0.69% | 29 |
|
|
2023
Q4 | $1.36M | Buy |
36,283
+13,180
| +57% | +$496K | 0.66% | 29 |
|
|
2023
Q3 | $766K | Buy |
23,103
+2,328
| +11% | +$77.2K | 0.39% | 47 |
|
|
2023
Q2 | $700K | Buy |
20,775
+405
| +2% | +$13.7K | 0.36% | 51 |
|
|
2023
Q1 | $655K | Buy |
20,370
+1,460
| +8% | +$46.9K | 0.36% | 53 |
|
|
2022
Q4 | $647K | Buy |
18,910
+325
| +2% | +$11.1K | 0.37% | 48 |
|
|
2022
Q3 | $564K | Sell |
18,585
-1,629
| -8% | -$49.5K | 0.36% | 48 |
|
|
2022
Q2 | $636K | Sell |
20,214
-3,823
| -16% | -$120K | 0.4% | 47 |
|
|
2022
Q1 | $921K | Buy |
+24,037
| New | +$921K | 0.52% | 36 |
|
|
2021
Q1 | $463K | Buy |
+13,601
| New | +$463K | 0.28% | 52 |
|
|
2019
Q4 | $502K | Buy |
16,310
+2,504
| +18% | +$77.1K | 0.35% | 33 |
|
|
2019
Q3 | $387K | Sell |
13,806
-492
| -3% | -$13.8K | 0.28% | 41 |
|
|
2019
Q2 | $395K | Buy |
+14,298
| New | +$395K | 0.31% | 38 |
|
|
2017
Q3 | $694K | Buy |
26,823
+14,396
| +116% | +$372K | 0.61% | 25 |
|
|
2017
Q2 | $307K | Buy |
12,427
+140
| +1% | +$3.46K | 0.28% | 51 |
|
|
2017
Q1 | $292K | Sell |
12,287
-48
| -0.4% | -$1.14K | 0.28% | 48 |
|
|
2016
Q4 | $287K | Buy |
+12,335
| New | +$287K | 0.3% | 50 |
|