TD Private Client Wealth’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 | $950K | Buy |
18,134
+1,098
| +6% | +$57.5K | 0.02% | 377 |
|
|
2025
Q1 | $849K | Sell |
17,036
-681
| -4% | -$33.9K | 0.02% | 373 |
|
|
2024
Q4 | $856K | Sell |
17,717
-70
| -0.4% | -$3.38K | 0.02% | 377 |
|
|
2024
Q3 | $806K | Buy |
17,787
+1,071
| +6% | +$48.5K | 0.02% | 393 |
|
|
2024
Q2 | $687K | Sell |
16,716
-1,377
| -8% | -$56.6K | 0.02% | 402 |
|
|
2024
Q1 | $762K | Sell |
18,093
-4,423
| -20% | -$186K | 0.03% | 386 |
|
|
2023
Q4 | $847K | Sell |
22,516
-2,992
| -12% | -$112K | 0.03% | 352 |
|
|
2023
Q3 | $846K | Sell |
25,508
-6,053
| -19% | -$201K | 0.04% | 335 |
|
|
2023
Q2 | $1.06M | Sell |
31,561
-5,572
| -15% | -$188K | 0.05% | 320 |
|
|
2023
Q1 | $1.19M | Buy |
37,133
+3,028
| +9% | +$97.4K | 0.05% | 299 |
|
|
2022
Q4 | $1.17M | Sell |
34,105
-488
| -1% | -$16.7K | 0.06% | 296 |
|
|
2022
Q3 | $1.05M | Buy |
34,593
+15,746
| +84% | +$478K | 0.05% | 297 |
|
|
2022
Q2 | $593K | Sell |
18,847
-47
| -0.2% | -$1.48K | 0.03% | 389 |
|
|
2022
Q1 | $724K | Buy |
18,894
+3,044
| +19% | +$117K | 0.03% | 381 |
|
|
2021
Q4 | $619K | Sell |
15,850
-4,783
| -23% | -$187K | 0.03% | 389 |
|
|
2021
Q3 | $774K | Buy |
20,633
+700
| +4% | +$26.3K | 0.03% | 352 |
|
|
2021
Q2 | $731K | Buy |
19,933
+4,171
| +26% | +$153K | 0.03% | 363 |
|
|
2021
Q1 | $537K | Buy |
15,762
+911
| +6% | +$31K | 0.03% | 382 |
|
|
2020
Q4 | $438K | Sell |
14,851
-217
| -1% | -$6.4K | 0.02% | 398 |
|
|
2020
Q3 | $363K | Sell |
15,068
-39,854
| -73% | -$959K | 0.02% | 390 |
|
|
2020
Q2 | $1.27M | Buy |
54,922
+30,247
| +123% | +$700K | 0.07% | 251 |
|
|
2020
Q1 | $514K | Buy |
24,675
+11,786
| +91% | +$245K | 0.04% | 318 |
|
|
2019
Q4 | $397K | Buy |
+12,889
| New | +$397K | 0.02% | 384 |
|