Strategic Family Wealth Counselors’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 | $429K | Sell |
8,186
-158
| -2% | -$8.27K | 0.12% | 101 |
|
|
2025
Q1 | $416K | Buy |
8,344
+17
| +0.2% | +$847 | 0.14% | 91 |
|
|
2024
Q4 | $402K | Sell |
8,327
-1,279
| -13% | -$61.8K | 0.13% | 96 |
|
|
2024
Q3 | $435K | Buy |
9,606
+20
| +0.2% | +$906 | 0.15% | 83 |
|
|
2024
Q2 | $394K | Buy |
9,586
+27
| +0.3% | +$1.11K | 0.15% | 80 |
|
|
2024
Q1 | $403K | Buy |
9,559
+25
| +0.3% | +$1.05K | 0.16% | 74 |
|
|
2023
Q4 | $358K | Buy |
9,534
+233
| +3% | +$8.76K | 0.15% | 75 |
|
|
2023
Q3 | $309K | Buy |
9,301
+30
| +0.3% | +$995 | 0.15% | 76 |
|
|
2023
Q2 | $313K | Buy |
9,271
+300
| +3% | +$10.1K | 0.14% | 75 |
|
|
2023
Q1 | $288K | Buy |
8,971
+117
| +1% | +$3.76K | 0.14% | 77 |
|
|
2022
Q4 | $303K | Buy |
8,854
+1,524
| +21% | +$52.1K | 0.15% | 74 |
|
|
2022
Q3 | $223K | Buy |
7,330
+7
| +0.1% | +$213 | 0.11% | 85 |
|
|
2022
Q2 | $230K | Buy |
7,323
+6
| +0.1% | +$188 | 0.11% | 83 |
|
|
2022
Q1 | $280K | Buy |
7,317
+5
| +0.1% | +$191 | 0.11% | 77 |
|
|
2021
Q4 | $286K | Buy |
7,312
+190
| +3% | +$7.43K | 0.09% | 79 |
|
|
2021
Q3 | $267K | Sell |
7,122
-242
| -3% | -$9.07K | 0.09% | 73 |
|
|
2021
Q2 | $270K | Buy |
7,364
+618
| +9% | +$22.7K | 0.09% | 67 |
|
|
2021
Q1 | $230K | Buy |
+6,746
| New | +$230K | 0.09% | 77 |
|
|
2019
Q3 | – | Sell |
-9,263
| Closed | -$256K | – | 67 |
|
|
2019
Q2 | $256K | Buy |
9,263
+545
| +6% | +$15.1K | 0.2% | 54 |
|
|
2019
Q1 | $224K | Buy |
8,718
+43
| +0.5% | +$1.11K | 0.18% | 59 |
|
|
2018
Q4 | $207K | Buy |
+8,675
| New | +$207K | 0.23% | 57 |
|