TVWM
Tower View Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8K | Sell |
153
-4
| -3% | -$209 | ﹤0.01% | 147 |
|
|
2025
Q1 | $7.83K | Buy |
157
+5
| +3% | +$249 | ﹤0.01% | 136 |
|
|
2024
Q4 | $7.33K | Sell |
152
-64
| -30% | -$3.09K | ﹤0.01% | 138 |
|
|
2024
Q3 | $9.79K | Buy |
216
+65
| +43% | +$2.95K | 0.01% | 136 |
|
|
2024
Q2 | $6.21K | Hold |
151
| – | – | ﹤0.01% | 148 |
|
|
2024
Q1 | $6.36K | Buy |
+151
| New | +$6.36K | ﹤0.01% | 150 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$2K | – | 148 |
|
|
2019
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 134 |
|
|
2018
Q4 | $2K | Hold |
79
| – | – | ﹤0.01% | 132 |
|
|
2018
Q3 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 154 |
|