Philip James Wealth Mangement’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 | $750K | Sell |
14,326
-77
| -0.5% | -$4.03K | 0.1% | 94 |
|
|
2025
Q1 | $717K | Sell |
14,403
-1,117
| -7% | -$55.6K | 0.09% | 95 |
|
|
2024
Q4 | $750K | Buy |
15,520
+23
| +0.1% | +$1.11K | 0.1% | 89 |
|
|
2024
Q3 | $702K | Sell |
15,497
-63
| -0.4% | -$2.86K | 0.09% | 86 |
|
|
2024
Q2 | $640K | Buy |
15,560
+12
| +0.1% | +$493 | 0.43% | 29 |
|
|
2024
Q1 | $655K | Sell |
15,548
-93
| -0.6% | -$3.92K | 0.46% | 28 |
|
|
2023
Q4 | $588K | Buy |
+15,641
| New | +$588K | 0.46% | 27 |
|