Proficio Capital 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 | $782K | Buy |
481,866
+469,001
| +3,646% | +$761K | 0.05% | 181 |
|
2025
Q1 | $641K | Buy |
+12,865
| New | +$641K | 0.05% | 179 |
|
2023
Q2 | – | Sell |
-17,360
| Closed | -$558K | – | 315 |
|
2023
Q1 | $558K | Hold |
17,360
| – | – | 0.09% | 131 |
|
2022
Q4 | $594K | Sell |
17,360
-12,540
| -42% | -$429K | 0.11% | 111 |
|
2022
Q3 | $908K | Sell |
29,900
-5,325
| -15% | -$162K | 0.17% | 82 |
|
2022
Q2 | $1.11M | Buy |
+35,225
| New | +$1.11M | 0.21% | 71 |
|
2021
Q4 | – | Sell |
-25,470
| Closed | -$956K | – | 328 |
|
2021
Q3 | $956K | Buy |
+25,470
| New | +$956K | 0.13% | 97 |
|
2021
Q2 | – | Sell |
-17,790
| Closed | -$606K | – | 306 |
|
2021
Q1 | $606K | Buy |
+17,790
| New | +$606K | 0.08% | 115 |
|
2019
Q3 | – | Sell |
-2,978
| Closed | -$82K | – | 1574 |
|
2019
Q2 | $82K | Hold |
2,978
| – | – | 0.03% | 249 |
|
2019
Q1 | $77K | Hold |
2,978
| – | – | 0.03% | 249 |
|
2018
Q4 | $71K | Sell |
2,978
-26,400
| -90% | -$629K | 0.03% | 221 |
|
2018
Q3 | $810K | Hold |
29,378
| – | – | 0.27% | 56 |
|
2018
Q2 | $781K | Hold |
29,378
| – | – | 0.32% | 60 |
|
2018
Q1 | $810K | Buy |
29,378
+26,400
| +887% | +$728K | 0.24% | 68 |
|
2017
Q4 | $83K | Hold |
2,978
| – | – | 0.03% | 247 |
|
2017
Q3 | $77K | Hold |
2,978
| – | – | 0.03% | 291 |
|
2017
Q2 | $75K | Hold |
2,978
| – | – | 0.03% | 306 |
|
2017
Q1 | $70K | Hold |
2,978
| – | – | 0.03% | 314 |
|
2016
Q4 | $69K | Hold |
2,978
| – | – | 0.03% | 217 |
|
2016
Q3 | $57K | Sell |
2,978
-28,893
| -91% | -$553K | 0.03% | 250 |
|
2016
Q2 | $663K | Hold |
31,871
| – | – | 0.42% | 69 |
|
2016
Q1 | $630K | Buy |
+31,871
| New | +$630K | 0.53% | 54 |
|