Nikulski Financial’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 | $305K | Buy |
5,815
+1,255
| +28% | +$65.7K | 0.08% | 123 |
|
|
2025
Q1 | $227K | Sell |
4,560
-225
| -5% | -$11.2K | 0.07% | 125 |
|
|
2024
Q4 | $231K | Hold |
4,785
| – | – | 0.07% | 124 |
|
|
2024
Q3 | $217K | Buy |
+4,785
| New | +$217K | 0.06% | 127 |
|
|
2024
Q2 | – | Sell |
-7,035
| Closed | -$296K | – | 134 |
|
|
2024
Q1 | $296K | Sell |
7,035
-2,839
| -29% | -$120K | 0.1% | 105 |
|
|
2023
Q4 | $371K | Sell |
9,874
-325
| -3% | -$12.2K | 0.14% | 98 |
|
|
2023
Q3 | $338K | Hold |
10,199
| – | – | 0.14% | 100 |
|
|
2023
Q2 | $344K | Sell |
10,199
-2,021
| -17% | -$68.1K | 0.14% | 98 |
|
|
2023
Q1 | $393K | Sell |
12,220
-246
| -2% | -$7.91K | 0.17% | 96 |
|
|
2022
Q4 | $426K | Sell |
12,466
-245
| -2% | -$8.38K | 0.2% | 89 |
|
|
2022
Q3 | $386K | Sell |
12,711
-196
| -2% | -$5.95K | 0.2% | 93 |
|
|
2022
Q2 | $406K | Buy |
12,907
+5
| +0% | +$157 | 0.2% | 94 |
|
|
2022
Q1 | $494K | Sell |
12,902
-697
| -5% | -$26.7K | 0.21% | 87 |
|
|
2021
Q4 | $531K | Sell |
13,599
-1,546
| -10% | -$60.4K | 0.22% | 82 |
|
|
2021
Q3 | $568K | Sell |
15,145
-447
| -3% | -$16.8K | 0.26% | 78 |
|
|
2021
Q2 | $571K | Sell |
15,592
-4,732
| -23% | -$173K | 0.27% | 79 |
|
|
2021
Q1 | $692K | Sell |
20,324
-226
| -1% | -$7.7K | 0.35% | 68 |
|
|
2020
Q4 | $606K | Sell |
20,550
-1,196
| -5% | -$35.3K | 0.33% | 64 |
|
|
2020
Q3 | $523K | Sell |
21,746
-932
| -4% | -$22.4K | 0.33% | 63 |
|
|
2020
Q2 | $525K | Sell |
22,678
-3,195
| -12% | -$74K | 0.37% | 60 |
|
|
2020
Q1 | $539K | Sell |
25,873
-13,774
| -35% | -$287K | 0.47% | 45 |
|
|
2019
Q4 | $1.2M | Sell |
39,647
-961
| -2% | -$29K | 0.87% | 33 |
|
|
2019
Q3 | $1.12M | Sell |
40,608
-4,116
| -9% | -$114K | 0.94% | 31 |
|
|
2019
Q2 | $1.25M | Sell |
44,724
-11,806
| -21% | -$329K | 1.05% | 28 |
|
|
2019
Q1 | $1.45M | Sell |
56,530
-19,311
| -25% | -$496K | 1.42% | 25 |
|
|
2018
Q4 | $1.81M | Sell |
75,841
-4,515
| -6% | -$108K | 1.9% | 20 |
|
|
2018
Q3 | $2.11M | Sell |
80,356
-4,749
| -6% | -$125K | 1.97% | 18 |
|
|
2018
Q2 | $2.26M | Buy |
85,105
+4,084
| +5% | +$109K | 2.09% | 18 |
|
|
2018
Q1 | $2.23M | Buy |
81,021
+9,521
| +13% | +$263K | 2.22% | 17 |
|
|
2017
Q4 | $2M | Buy |
+71,500
| New | +$2M | 2.15% | 18 |
|