Taylor & Morgan Wealth Management’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 | $974K | Buy |
18,590
+108
| +0.6% | +$5.66K | 0.66% | 25 |
|
|
2025
Q1 | $921K | Sell |
18,482
-505
| -3% | -$25.2K | 0.69% | 25 |
|
|
2024
Q4 | $918K | Buy |
18,987
+1,784
| +10% | +$86.2K | 0.64% | 26 |
|
|
2024
Q3 | $780K | Buy |
17,203
+45
| +0.3% | +$2.04K | 0.52% | 26 |
|
|
2024
Q2 | $705K | Sell |
17,158
-616
| -3% | -$25.3K | 0.5% | 28 |
|
|
2024
Q1 | $749K | Sell |
17,774
-1,422
| -7% | -$59.9K | 0.55% | 25 |
|
|
2023
Q4 | $722K | Buy |
19,196
+608
| +3% | +$22.9K | 0.57% | 26 |
|
|
2023
Q3 | $617K | Buy |
18,588
+62
| +0.3% | +$2.06K | 0.56% | 29 |
|
|
2023
Q2 | $625K | Sell |
18,526
-213
| -1% | -$7.18K | 0.51% | 32 |
|
|
2023
Q1 | $602K | Sell |
18,739
-103
| -0.5% | -$3.31K | 0.52% | 31 |
|
|
2022
Q4 | $644K | Sell |
18,842
-875
| -4% | -$29.9K | 0.61% | 33 |
|
|
2022
Q3 | $599K | Sell |
19,717
-124
| -0.6% | -$3.77K | 0.6% | 35 |
|
|
2022
Q2 | $624K | Sell |
19,841
-241
| -1% | -$7.58K | 0.59% | 36 |
|
|
2022
Q1 | $770K | Buy |
20,082
+529
| +3% | +$20.3K | 0.63% | 36 |
|
|
2021
Q4 | $764K | Buy |
+19,553
| New | +$764K | 0.62% | 36 |
|