Tyler-Stone Wealth Management’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 | $1.86M | Buy |
35,454
+140
| +0.4% | +$7.33K | 0.3% | 66 |
|
|
2025
Q1 | $1.76M | Sell |
35,314
-346
| -1% | -$17.2K | 0.32% | 66 |
|
|
2024
Q4 | $1.72M | Buy |
35,660
+3,128
| +10% | +$151K | 0.31% | 62 |
|
|
2024
Q3 | $1.47M | Buy |
32,532
+15,538
| +91% | +$704K | 0.28% | 77 |
|
|
2024
Q2 | $699K | Sell |
16,994
-680
| -4% | -$28K | 0.29% | 70 |
|
|
2024
Q1 | $744K | Sell |
17,674
-2,961
| -14% | -$125K | 0.33% | 59 |
|
|
2023
Q4 | $776K | Sell |
20,635
-628
| -3% | -$23.6K | 0.39% | 54 |
|
|
2023
Q3 | $705K | Sell |
21,263
-791
| -4% | -$26.2K | 0.4% | 52 |
|
|
2023
Q2 | $743K | Buy |
+22,054
| New | +$743K | 0.42% | 50 |
|
|
2022
Q4 | $750K | Buy |
21,929
+899
| +4% | +$30.7K | 0.51% | 44 |
|
|
2022
Q3 | $638K | Buy |
21,030
+678
| +3% | +$20.6K | 0.49% | 48 |
|
|
2022
Q2 | $640K | Buy |
20,352
+4,506
| +28% | +$142K | 0.43% | 55 |
|
|
2022
Q1 | $607K | Sell |
15,846
-2,327
| -13% | -$89.1K | 0.33% | 68 |
|
|
2021
Q4 | $710K | Buy |
+18,173
| New | +$710K | 0.38% | 52 |
|