PrairieView Partners’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 | $0 | Hold |
15
| – | – | ﹤0.01% | 400 |
|
2025
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 398 |
|
2024
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 398 |
|
2024
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 421 |
|
2024
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 413 |
|
2024
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 387 |
|
2023
Q4 | $1K | Sell |
15
-23
| -61% | -$1.53K | ﹤0.01% | 352 |
|
2023
Q3 | $1K | Sell |
38
-1,128
| -97% | -$29.7K | ﹤0.01% | 374 |
|
2023
Q2 | $39K | Sell |
1,166
-943
| -45% | -$31.5K | 0.01% | 210 |
|
2023
Q1 | $67K | Buy |
2,109
+62
| +3% | +$1.97K | 0.01% | 164 |
|
2022
Q4 | $70K | Hold |
2,047
| – | – | 0.01% | 159 |
|
2022
Q3 | $62K | Hold |
2,047
| – | – | 0.01% | 158 |
|
2022
Q2 | $64K | Sell |
2,047
-3,758
| -65% | -$117K | 0.01% | 168 |
|
2022
Q1 | $222K | Buy |
5,805
+3,805
| +190% | +$146K | 0.03% | 104 |
|
2021
Q4 | $78K | Hold |
2,000
| – | – | 0.01% | 174 |
|
2021
Q3 | $75K | Hold |
2,000
| – | – | 0.01% | 145 |
|
2021
Q2 | $73K | Hold |
2,000
| – | – | 0.01% | 144 |
|
2021
Q1 | $68K | Hold |
2,000
| – | – | 0.01% | 144 |
|
2020
Q4 | $59K | Sell |
2,000
-1,636
| -45% | -$48.3K | 0.01% | 143 |
|
2020
Q3 | $88K | Buy |
3,636
+636
| +21% | +$15.4K | 0.02% | 112 |
|
2020
Q2 | $69K | Hold |
3,000
| – | – | 0.02% | 124 |
|
2020
Q1 | $62K | Buy |
+3,000
| New | +$62K | 0.02% | 124 |
|