Oak Harbor Wealth 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 | $102K | Hold |
1,944
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $96.8K | Hold |
1,944
| – | – | 0.03% | 208 |
|
|
2024
Q4 | $94K | Hold |
1,944
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $88.1K | Hold |
1,944
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $79.9K | Hold |
1,944
| – | – | 0.03% | 175 |
|
|
2024
Q1 | $81.9K | Hold |
1,944
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $73.1K | Buy |
1,944
+1,714
| +745% | +$64.4K | 0.02% | 181 |
|
|
2023
Q3 | $7.63K | Hold |
230
| – | – | ﹤0.01% | 213 |
|
|
2023
Q2 | $7.75K | Hold |
230
| – | – | ﹤0.01% | 225 |
|
|
2023
Q1 | $7.4K | Hold |
230
| – | – | ﹤0.01% | 216 |
|
|
2022
Q4 | $7.87K | Hold |
230
| – | – | ﹤0.01% | 207 |
|
|
2022
Q3 | $7K | Hold |
230
| – | – | ﹤0.01% | 202 |
|
|
2022
Q2 | $7K | Hold |
230
| – | – | ﹤0.01% | 209 |
|
|
2022
Q1 | $9K | Hold |
230
| – | – | ﹤0.01% | 222 |
|
|
2021
Q4 | $9K | Buy |
+230
| New | +$9K | ﹤0.01% | 227 |
|