Precedent Wealth 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 | – | Sell |
-5,244
| Closed | -$261K | – | 176 |
|
|
2025
Q1 | $261K | Hold |
5,244
| – | – | 0.07% | 142 |
|
|
2024
Q4 | $253K | Hold |
5,244
| – | – | 0.08% | 139 |
|
|
2024
Q3 | $238K | Hold |
5,244
| – | – | 0.08% | 139 |
|
|
2024
Q2 | $216K | Hold |
5,244
| – | – | 0.09% | 133 |
|
|
2024
Q1 | $221K | Buy |
+5,244
| New | +$221K | 0.09% | 130 |
|