Nelson Capital Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
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|
2025
Q1 | $3.88M | Buy |
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|
2024
Q4 | $3.22M | Buy |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.41M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.56M | Sell |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.62M | Sell |
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|
2020
Q2 | $1.94M | Sell |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $2.63M | Sell |
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|
2019
Q3 | $2.46M | Buy |
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|
2019
Q2 | $2.41M | Sell |
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|
2019
Q1 | $2.67M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $2.75M | Buy |
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|
2018
Q2 | $2.62M | Sell |
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|
2018
Q1 | $2.74M | Buy |
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|
2017
Q4 | $2.69M | Buy |
|
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|
2017
Q3 | $2.42M | Buy |
|
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|
2017
Q2 | $2.2M | Buy |
|
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|
2017
Q1 | $2.08M | Buy |
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|
2016
Q4 | $1.9M | Buy |
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|
2016
Q3 | $1.47M | Sell |
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|
2016
Q2 | $1.63M | Sell |
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|
2016
Q1 | $1.62M | Buy |
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|
2015
Q4 | $1.67M | Buy |
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|
2015
Q3 | $1.4M | Buy |
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|
2015
Q2 | $1.44M | Buy |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $1.35M | Buy |
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|
2014
Q3 | $1.17M | Buy |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $959K | Buy |
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|
2013
Q4 | $877K | Sell |
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|
2013
Q3 | $803K | Buy |
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|
2013
Q2 | $753K | Buy |
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