One Wealth Management Investment & Advisory Services’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 | $441K | Hold |
8,419
| – | – | 0.57% | 29 |
|
|
2025
Q1 | $419K | Hold |
8,419
| – | – | 0.69% | 27 |
|
|
2024
Q4 | $407K | Hold |
8,419
| – | – | 0.65% | 27 |
|
|
2024
Q3 | $382K | Buy |
8,419
+224
| +3% | +$10.2K | 0.67% | 28 |
|
|
2024
Q2 | $337K | Buy |
8,195
+256
| +3% | +$10.5K | 0.13% | 82 |
|
|
2024
Q1 | $334K | Buy |
7,939
+772
| +11% | +$32.5K | 0.14% | 88 |
|
|
2023
Q4 | $269K | Buy |
+7,167
| New | +$269K | 0.12% | 97 |
|