Phillips Wealth Planners’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 | $1.19M | Buy |
22,743
+698
| +3% | +$36.4K | 1.08% | 22 |
|
|
2025
Q1 | $1.03M | Sell |
22,045
-6,761
| -23% | -$316K | 1.09% | 21 |
|
|
2024
Q4 | $1.36M | Buy |
28,806
+7,615
| +36% | +$360K | 1.36% | 12 |
|
|
2024
Q3 | $1.01M | Buy |
21,191
+6,604
| +45% | +$314K | 0.96% | 23 |
|
|
2024
Q2 | $611K | Buy |
14,587
+38
| +0.3% | +$1.59K | 0.64% | 38 |
|
|
2024
Q1 | $576K | Buy |
+14,549
| New | +$576K | 0.66% | 40 |
|