TWM
Tradition 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 | $1.41M | Sell |
26,873
-598
| -2% | -$31.3K | 0.11% | 154 |
|
|
2025
Q1 | $1.37M | Sell |
27,471
-39
| -0.1% | -$1.94K | 0.12% | 148 |
|
|
2024
Q4 | $1.33M | Buy |
27,510
+573
| +2% | +$27.7K | 0.12% | 142 |
|
|
2024
Q3 | $1.22M | Sell |
26,937
-160
| -0.6% | -$7.25K | 0.11% | 157 |
|
|
2024
Q2 | $1.11M | Sell |
27,097
-344
| -1% | -$14.1K | 0.11% | 153 |
|
|
2024
Q1 | $1.16M | Buy |
27,441
+641
| +2% | +$27K | 0.12% | 138 |
|
|
2023
Q4 | $1.01M | Buy |
26,800
+1,264
| +5% | +$47.5K | 0.11% | 127 |
|
|
2023
Q3 | $847K | Buy |
25,536
+1,074
| +4% | +$35.6K | 0.1% | 131 |
|
|
2023
Q2 | $825K | Sell |
24,462
-1,165
| -5% | -$39.3K | 0.1% | 135 |
|
|
2023
Q1 | $824K | Buy |
25,627
+761
| +3% | +$24.5K | 0.1% | 129 |
|
|
2022
Q4 | $850K | Sell |
24,866
-1,557
| -6% | -$53.2K | 0.12% | 118 |
|
|
2022
Q3 | $802K | Sell |
26,423
-31
| -0.1% | -$941 | 0.12% | 119 |
|
|
2022
Q2 | $832K | Buy |
26,454
+721
| +3% | +$22.7K | 0.12% | 121 |
|
|
2022
Q1 | $986K | Sell |
25,733
-81
| -0.3% | -$3.1K | 0.13% | 127 |
|
|
2021
Q4 | $1.01M | Buy |
25,814
+27
| +0.1% | +$1.05K | 0.13% | 128 |
|
|
2021
Q3 | $968K | Buy |
25,787
+24
| +0.1% | +$901 | 0.14% | 123 |
|
|
2021
Q2 | $945K | Buy |
25,763
+351
| +1% | +$12.9K | 0.14% | 127 |
|
|
2021
Q1 | $865K | Buy |
25,412
+4,711
| +23% | +$160K | 0.15% | 113 |
|
|
2020
Q4 | $610K | Buy |
+20,701
| New | +$610K | 0.12% | 126 |
|