Signature Wealth Management 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 | $897K | Buy |
17,135
+41
| +0.2% | +$2.15K | 0.51% | 39 |
|
|
2025
Q1 | $851K | Buy |
17,094
+42
| +0.2% | +$2.09K | 0.56% | 35 |
|
|
2024
Q4 | $824K | Buy |
17,052
+51
| +0.3% | +$2.47K | 0.57% | 35 |
|
|
2024
Q3 | $770K | Sell |
17,001
-3,674
| -18% | -$167K | 0.56% | 38 |
|
|
2024
Q2 | $850K | Buy |
20,675
+995
| +5% | +$40.9K | 0.65% | 34 |
|
|
2024
Q1 | $829K | Sell |
19,680
-567
| -3% | -$23.9K | 0.67% | 34 |
|
|
2023
Q4 | $761K | Buy |
20,247
+6,952
| +52% | +$261K | 0.67% | 36 |
|
|
2023
Q3 | $441K | Buy |
13,295
+42
| +0.3% | +$1.39K | 0.43% | 53 |
|
|
2023
Q2 | $447K | Sell |
13,253
-2,241
| -14% | -$75.5K | 0.41% | 55 |
|
|
2023
Q1 | $498K | Sell |
15,494
-3,694
| -19% | -$119K | 0.46% | 56 |
|
|
2022
Q4 | $656K | Buy |
19,188
+1,518
| +9% | +$51.9K | 0.65% | 44 |
|
|
2022
Q3 | $536K | Sell |
17,670
-770
| -4% | -$23.4K | 0.59% | 49 |
|
|
2022
Q2 | $580K | Buy |
18,440
+1,226
| +7% | +$38.6K | 0.59% | 50 |
|
|
2022
Q1 | $660K | Buy |
17,214
+812
| +5% | +$31.1K | 0.56% | 50 |
|
|
2021
Q4 | $640K | Buy |
16,402
+608
| +4% | +$23.7K | 0.54% | 48 |
|
|
2021
Q3 | $593K | Hold |
15,794
| – | – | 0.54% | 50 |
|
|
2021
Q2 | $579K | Sell |
15,794
-300
| -2% | -$11K | 0.53% | 52 |
|
|
2021
Q1 | $548K | Buy |
16,094
+300
| +2% | +$10.2K | 0.53% | 56 |
|
|
2020
Q4 | $466K | Buy |
+15,794
| New | +$466K | 0.47% | 54 |
|