Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $682K | Buy |
13,682
+1,037
| +8% | +$51.7K | 0.46% | 38 |
|
|
2024
Q4 | $611K | Sell |
12,645
-62
| -0.5% | -$3K | 0.36% | 40 |
|
|
2024
Q3 | $576K | Sell |
12,707
-119
| -0.9% | -$5.39K | 0.37% | 39 |
|
|
2024
Q2 | $527K | Sell |
12,826
-1,904
| -13% | -$78.3K | 0.33% | 43 |
|
|
2024
Q1 | $620K | Sell |
14,730
-236
| -2% | -$9.94K | 0.45% | 43 |
|
|
2023
Q4 | $563K | Sell |
14,966
-14,808
| -50% | -$557K | 0.51% | 38 |
|
|
2023
Q3 | $988K | Sell |
29,774
-11,894
| -29% | -$395K | 0.81% | 32 |
|
|
2023
Q2 | $1.4M | Sell |
41,668
-3,853
| -8% | -$130K | 1.11% | 25 |
|
|
2023
Q1 | $1.46M | Sell |
45,521
-240
| -0.5% | -$7.72K | 1.4% | 20 |
|
|
2022
Q4 | $1.57M | Sell |
45,761
-762
| -2% | -$26.1K | 1.6% | 18 |
|
|
2022
Q3 | $1.41M | Buy |
46,523
+5,135
| +12% | +$156K | 1.32% | 21 |
|
|
2022
Q2 | $1.3M | Sell |
41,388
-3,124
| -7% | -$98.3K | 1.68% | 20 |
|
|
2022
Q1 | $1.71M | Buy |
+44,512
| New | +$1.71M | 1.14% | 27 |
|