Tidemark’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 | $42.6K | Sell |
814
-227
| -22% | -$11.9K | 0.01% | 263 |
|
|
2025
Q1 | $51.8K | Buy |
1,041
+1
| +0.1% | +$50 | 0.02% | 236 |
|
|
2024
Q4 | $50.3K | Buy |
1,040
+2
| +0.2% | +$97 | 0.02% | 233 |
|
|
2024
Q3 | $47.1K | Hold |
1,038
| – | – | 0.02% | 244 |
|
|
2024
Q2 | $42.7K | Sell |
1,038
-3,704
| -78% | -$152K | 0.02% | 238 |
|
|
2024
Q1 | $200K | Sell |
4,742
-1,655
| -26% | -$69.7K | 0.11% | 121 |
|
|
2023
Q4 | $241K | Buy |
+6,397
| New | +$241K | 0.15% | 92 |
|