Viewpoint Capital 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 | $746K | Hold |
14,242
| – | – | 0.37% | 57 |
|
|
2025
Q1 | $709K | Sell |
14,242
-300
| -2% | -$14.9K | 0.38% | 54 |
|
|
2024
Q4 | $703K | Hold |
14,542
| – | – | 0.37% | 54 |
|
|
2024
Q3 | $657K | Hold |
14,542
| – | – | 0.37% | 53 |
|
|
2024
Q2 | $598K | Hold |
14,542
| – | – | 0.37% | 53 |
|
|
2024
Q1 | $613K | Sell |
14,542
-600
| -4% | -$25.3K | 0.39% | 51 |
|
|
2023
Q4 | $569K | Buy |
15,142
+1,200
| +9% | +$45.1K | 0.4% | 53 |
|
|
2023
Q3 | $462K | Hold |
13,942
| – | – | 0.37% | 52 |
|
|
2023
Q2 | $470K | Hold |
13,942
| – | – | 0.36% | 52 |
|
|
2023
Q1 | $448K | Hold |
13,942
| – | – | 0.4% | 52 |
|
|
2022
Q4 | $477K | Sell |
13,942
-1,300
| -9% | -$44.5K | 0.46% | 53 |
|
|
2022
Q3 | $463K | Hold |
15,242
| – | – | 0.46% | 51 |
|
|
2022
Q2 | $479K | Sell |
15,242
-200
| -1% | -$6.29K | 0.45% | 50 |
|
|
2022
Q1 | $592K | Hold |
15,442
| – | – | 0.46% | 51 |
|
|
2021
Q4 | $603K | Buy |
+15,442
| New | +$603K | 0.44% | 53 |
|