Parcion Private Wealth’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
Q1 | – | Sell |
-5,270
| Closed | -$255K | – | 311 |
|
|
2024
Q4 | $255K | Buy |
5,270
+10
| +0.2% | +$483 | 0.02% | 219 |
|
|
2024
Q3 | $238K | Sell |
5,260
-1,627
| -24% | -$73.7K | 0.02% | 218 |
|
|
2024
Q2 | $283K | Buy |
+6,887
| New | +$283K | 0.03% | 169 |
|
|
2022
Q3 | – | Sell |
-27,471
| Closed | -$900K | – | 213 |
|
|
2022
Q2 | $900K | Buy |
+27,471
| New | +$900K | 0.09% | 128 |
|