Pursue 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 | $1.66M | Hold |
31,754
| – | – | 0.95% | 33 |
|
|
2025
Q1 | $1.58M | Hold |
31,754
| – | – | 0.96% | 32 |
|
|
2024
Q4 | $1.53M | Buy |
31,754
+6,001
| +23% | +$290K | 0.88% | 36 |
|
|
2024
Q3 | $1.17M | Buy |
25,753
+5,753
| +29% | +$261K | 0.64% | 44 |
|
|
2024
Q2 | $822K | Hold |
20,000
| – | – | 0.45% | 47 |
|
|
2024
Q1 | $842K | Hold |
20,000
| – | – | 0.5% | 48 |
|
|
2023
Q4 | $752K | Sell |
20,000
-1,850
| -8% | -$69.6K | 0.49% | 48 |
|
|
2023
Q3 | $725K | Hold |
21,850
| – | – | 0.51% | 47 |
|
|
2023
Q2 | $737K | Sell |
21,850
-2,516
| -10% | -$84.8K | 0.46% | 52 |
|
|
2023
Q1 | $783K | Buy |
24,366
+4,366
| +22% | +$140K | 0.53% | 50 |
|
|
2022
Q4 | $684K | Buy |
20,000
+6,500
| +48% | +$222K | 0.53% | 53 |
|
|
2022
Q3 | $410K | Hold |
13,500
| – | – | 0.29% | 73 |
|
|
2022
Q2 | $425K | Sell |
13,500
-6,100
| -31% | -$192K | 0.27% | 75 |
|
|
2022
Q1 | $735K | Sell |
19,600
-10,400
| -35% | -$390K | 0.3% | 67 |
|
|
2021
Q4 | $1.17M | Buy |
+30,000
| New | +$1.17M | 0.45% | 52 |
|