PCG
Prosperity Consulting Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.1M | Buy |
250,009
+939
| +0.4% | +$49.2K | 0.96% | 23 |
|
2025
Q1 | $12.4M | Buy |
249,070
+11,812
| +5% | +$588K | 0.96% | 20 |
|
2024
Q4 | $11.5M | Buy |
237,258
+36,713
| +18% | +$1.77M | 0.86% | 22 |
|
2024
Q3 | $9.09M | Buy |
200,545
+190,135
| +1,826% | +$8.62M | 0.71% | 30 |
|
2024
Q2 | $428K | Sell |
10,410
-1,517
| -13% | -$62.4K | 0.06% | 206 |
|
2024
Q1 | $502K | Buy |
11,927
+1
| +0% | +$42 | 0.06% | 206 |
|
2023
Q4 | $448K | Buy |
11,926
+3,000
| +34% | +$113K | 0.15% | 118 |
|
2023
Q3 | $296K | Buy |
+8,926
| New | +$296K | 0.14% | 112 |
|