Narwhal Capital 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 | $275K | Hold |
5,250
| – | – | 0.02% | 149 |
|
|
2025
Q1 | $262K | Hold |
5,250
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $254K | Hold |
5,250
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $238K | Hold |
5,250
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $216K | Hold |
5,250
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $221K | Buy |
+5,250
| New | +$221K | 0.02% | 153 |
|
|
2022
Q2 | – | Sell |
-5,450
| Closed | -$209K | – | 164 |
|
|
2022
Q1 | $209K | Hold |
5,450
| – | – | 0.02% | 141 |
|
|
2021
Q4 | $213K | Hold |
5,450
| – | – | 0.02% | 148 |
|
|
2021
Q3 | $205K | Hold |
5,450
| – | – | 0.03% | 144 |
|
|
2021
Q2 | $200K | Buy |
+5,450
| New | +$200K | 0.03% | 152 |
|
|
2020
Q1 | – | Sell |
-6,809
| Closed | -$210K | – | 148 |
|
|
2019
Q4 | $210K | Buy |
+6,809
| New | +$210K | 0.04% | 132 |
|