S4W
Solutions 4 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 | $474K | Buy |
9,042
+23
| +0.3% | +$1.2K | 0.79% | 32 |
|
2025
Q1 | $449K | Buy |
9,019
+35
| +0.4% | +$1.74K | 0.79% | 30 |
|
2024
Q4 | $434K | Buy |
8,984
+29
| +0.3% | +$1.4K | 0.79% | 30 |
|
2024
Q3 | $406K | Sell |
8,955
-49,441
| -85% | -$2.24M | 0.79% | 33 |
|
2024
Q2 | $2.4M | Sell |
58,396
-1,530
| -3% | -$62.9K | 5.44% | 4 |
|
2024
Q1 | $2.52M | Buy |
59,926
+34
| +0.1% | +$1.43K | 7.09% | 3 |
|
2023
Q4 | $2.25M | Buy |
+59,892
| New | +$2.25M | 7.35% | 4 |
|