Talisman Wealth Advisors’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 | $595K | Sell |
11,367
-1,123
| -9% | -$58.8K | 0.54% | 47 |
|
|
2025
Q1 | $622K | Sell |
12,490
-450
| -3% | -$22.4K | 0.64% | 45 |
|
|
2024
Q4 | $625K | Buy |
12,940
+141
| +1% | +$6.81K | 0.66% | 44 |
|
|
2024
Q3 | $578K | Buy |
12,799
+569
| +5% | +$25.7K | 0.61% | 45 |
|
|
2024
Q2 | $503K | Buy |
12,230
+260
| +2% | +$10.7K | 0.58% | 45 |
|
|
2024
Q1 | $504K | Buy |
11,970
+833
| +7% | +$35.1K | 0.63% | 45 |
|
|
2023
Q4 | $419K | Sell |
11,137
-354
| -3% | -$13.3K | 0.62% | 48 |
|
|
2023
Q3 | $381K | Buy |
11,491
+12
| +0.1% | +$398 | 0.66% | 46 |
|
|
2023
Q2 | $387K | Sell |
11,479
-602
| -5% | -$20.3K | 0.66% | 48 |
|
|
2023
Q1 | $388K | Buy |
12,081
+10
| +0.1% | +$321 | 0.7% | 42 |
|
|
2022
Q4 | $413K | Buy |
+12,071
| New | +$413K | 0.88% | 36 |
|