PCS
Personal CFO Solutions’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,392
| Closed | -$1.07M | – | 515 |
|
|
2025
Q1 | $1.07M | Sell |
21,392
-3,132
| -13% | -$156K | 0.22% | 93 |
|
|
2024
Q4 | $1.19M | Buy |
24,524
+3,995
| +19% | +$193K | 0.23% | 88 |
|
|
2024
Q3 | $930K | Buy |
20,529
+1,295
| +7% | +$58.7K | 0.13% | 155 |
|
|
2024
Q2 | $791K | Sell |
19,234
-429
| -2% | -$17.6K | 0.12% | 164 |
|
|
2024
Q1 | $828K | Sell |
19,663
-4,233
| -18% | -$178K | 0.13% | 158 |
|
|
2023
Q4 | $899K | Buy |
+23,896
| New | +$899K | 0.16% | 137 |
|
|
2023
Q1 | – | Sell |
-60,078
| Closed | -$2.05M | – | 510 |
|
|
2022
Q4 | $2.05M | Buy |
60,078
+45,147
| +302% | +$1.54M | 0.43% | 48 |
|
|
2022
Q3 | $453K | Buy |
14,931
+997
| +7% | +$30.2K | 0.11% | 167 |
|
|
2022
Q2 | $438K | Buy |
13,934
+1,153
| +9% | +$36.2K | 0.1% | 180 |
|
|
2022
Q1 | $490K | Sell |
12,781
-26,428
| -67% | -$1.01M | 0.1% | 204 |
|
|
2021
Q4 | $1.53M | Sell |
39,209
-4,464
| -10% | -$174K | 0.29% | 63 |
|
|
2021
Q3 | $1.64M | Buy |
43,673
+4,225
| +11% | +$159K | 0.34% | 54 |
|
|
2021
Q2 | $1.45M | Buy |
39,448
+4,683
| +13% | +$172K | 0.3% | 67 |
|
|
2021
Q1 | $1.18M | Sell |
34,765
-8,933
| -20% | -$304K | 0.26% | 74 |
|
|
2020
Q4 | $1.29M | Sell |
43,698
-551
| -1% | -$16.2K | 0.32% | 69 |
|
|
2020
Q3 | $1K | Buy |
+44,249
| New | +$1K | 0.33% | 128 |
|
|
2020
Q1 | – | Sell |
-44,345
| Closed | -$1.37M | – | 380 |
|
|
2019
Q4 | $1.37M | Sell |
44,345
-2,243
| -5% | -$69K | 0.39% | 46 |
|
|
2019
Q3 | $1.3M | Buy |
+46,588
| New | +$1.3M | 0.52% | 41 |
|