Tempus Wealth Planning’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 | $634K | Buy |
12,113
+4
| +0% | +$209 | 0.16% | 143 |
|
|
2025
Q1 | $603K | Buy |
12,109
+375
| +3% | +$18.7K | 0.18% | 130 |
|
|
2024
Q4 | $567K | Sell |
11,734
-188
| -2% | -$9.09K | 0.17% | 128 |
|
|
2024
Q3 | $540K | Buy |
11,922
+4
| +0% | +$181 | 0.2% | 119 |
|
|
2024
Q2 | $490K | Buy |
11,918
+727
| +6% | +$29.9K | 0.2% | 113 |
|
|
2024
Q1 | $471K | Buy |
11,191
+1
| +0% | +$42 | 0.21% | 115 |
|
|
2023
Q4 | $421K | Sell |
11,190
-248
| -2% | -$9.33K | 0.18% | 116 |
|
|
2023
Q3 | $379K | Sell |
11,438
-435
| -4% | -$14.4K | 0.19% | 105 |
|
|
2023
Q2 | $400K | Sell |
11,873
-764
| -6% | -$25.8K | 0.18% | 120 |
|
|
2023
Q1 | $406K | Buy |
12,637
+888
| +8% | +$28.5K | 0.2% | 108 |
|
|
2022
Q4 | $402K | Sell |
11,749
-55
| -0.5% | -$1.88K | 0.24% | 110 |
|
|
2022
Q3 | $358K | Buy |
11,804
+478
| +4% | +$14.5K | 0.24% | 114 |
|
|
2022
Q2 | $356K | Hold |
11,326
| – | – | 0.29% | 91 |
|
|
2022
Q1 | $434K | Hold |
11,326
| – | – | 0.31% | 82 |
|
|
2021
Q4 | $442K | Hold |
11,326
| – | – | 0.24% | 102 |
|
|
2021
Q3 | $425K | Hold |
11,326
| – | – | 0.24% | 106 |
|
|
2021
Q2 | $416K | Buy |
+11,326
| New | +$416K | 0.28% | 103 |
|