Premier Path 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 | $12.9M | Buy |
246,333
+25,622
| +12% | +$1.34M | 1.8% | 6 |
|
|
2025
Q1 | $11M | Sell |
220,711
-16,658
| -7% | -$830K | 1.71% | 6 |
|
|
2024
Q4 | $11.5M | Sell |
237,369
-3,335
| -1% | -$161K | 1.75% | 6 |
|
|
2024
Q3 | $10.9M | Buy |
240,704
+5,196
| +2% | +$235K | 1.72% | 7 |
|
|
2024
Q2 | $9.68M | Buy |
235,508
+4,336
| +2% | +$178K | 1.65% | 8 |
|
|
2024
Q1 | $9.73M | Buy |
231,172
+35,395
| +18% | +$1.49M | 1.83% | 7 |
|
|
2023
Q4 | $7.47M | Buy |
+195,777
| New | +$7.47M | 1.65% | 7 |
|