SW
SkyOak Wealth’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 | $360K | Sell |
6,881
-3,500
| -34% | -$183K | 0.07% | 152 |
|
|
2025
Q1 | $517K | Sell |
10,381
-20
| -0.2% | -$996 | 0.11% | 115 |
|
|
2024
Q4 | $503K | Buy |
+10,401
| New | +$503K | 0.11% | 114 |
|
|
2021
Q3 | – | Sell |
-192,978
| Closed | -$7.08M | – | 254 |
|
|
2021
Q2 | $7.08M | Sell |
192,978
-841
| -0.4% | -$30.9K | 1.89% | 10 |
|
|
2021
Q1 | $6.97M | Buy |
193,819
+25,212
| +15% | +$906K | 1.94% | 8 |
|
|
2020
Q4 | $4.97M | Buy |
168,607
+150,715
| +842% | +$4.44M | 1.55% | 14 |
|
|
2020
Q3 | $431K | Sell |
17,892
-1,566
| -8% | -$37.7K | 0.16% | 128 |
|
|
2020
Q2 | $450K | Sell |
19,458
-7,087
| -27% | -$164K | 0.17% | 136 |
|
|
2020
Q1 | $553K | Sell |
26,545
-202,317
| -88% | -$4.21M | 0.28% | 84 |
|
|
2019
Q4 | $7.04M | Buy |
+228,862
| New | +$7.04M | 2.18% | 4 |
|