Oxinas Partners Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,344
| Closed | -$378K | – | 130 |
|
|
2024
Q3 | $378K | Sell |
8,344
-13
| -0.2% | -$589 | 0.23% | 81 |
|
|
2024
Q2 | $344K | Sell |
8,357
-29,338
| -78% | -$1.21M | 0.23% | 88 |
|
|
2024
Q1 | $1.59M | Buy |
37,695
+2,908
| +8% | +$122K | 1.03% | 30 |
|
|
2023
Q4 | $1.31M | Sell |
34,787
-2,317
| -6% | -$87.1K | 0.93% | 33 |
|
|
2023
Q3 | $1.23M | Sell |
37,104
-792
| -2% | -$26.3K | 0.92% | 30 |
|
|
2023
Q2 | $1.28M | Sell |
37,896
-2,140
| -5% | -$72.1K | 0.84% | 32 |
|
|
2023
Q1 | $1.29M | Buy |
40,036
+1,079
| +3% | +$34.7K | 0.93% | 31 |
|
|
2022
Q4 | $1.33M | Sell |
38,957
-785
| -2% | -$26.8K | 1.13% | 28 |
|
|
2022
Q3 | $1.21M | Sell |
39,742
-960
| -2% | -$29.2K | 1% | 28 |
|
|
2022
Q2 | $1.28M | Sell |
40,702
-19,105
| -32% | -$601K | 0.97% | 31 |
|
|
2022
Q1 | $2.29M | Buy |
59,807
+6,606
| +12% | +$253K | 1.44% | 19 |
|
|
2021
Q4 | $2.08M | Buy |
53,201
+5,077
| +11% | +$198K | 1.19% | 20 |
|
|
2021
Q3 | $1.81M | Buy |
48,124
+11,164
| +30% | +$419K | 1.05% | 28 |
|
|
2021
Q2 | $1.36M | Buy |
36,960
+7,605
| +26% | +$279K | 0.78% | 37 |
|
|
2021
Q1 | $1M | Buy |
29,355
+5,368
| +22% | +$183K | 0.64% | 52 |
|
|
2020
Q4 | $707K | Buy |
+23,987
| New | +$707K | 0.52% | 53 |
|