Visionary Wealth Advisors’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 | $3.13M | Sell |
59,811
-29,104
| -33% | -$1.52M | 0.16% | 147 |
|
|
2025
Q1 | $4.43M | Sell |
88,915
-27,631
| -24% | -$1.38M | 0.27% | 101 |
|
|
2024
Q4 | $5.63M | Sell |
116,546
-107,478
| -48% | -$5.19M | 0.33% | 85 |
|
|
2024
Q3 | $10.2M | Buy |
224,024
+2,195
| +1% | +$99.5K | 0.62% | 41 |
|
|
2024
Q2 | $9.12M | Buy |
221,829
+43,691
| +25% | +$1.8M | 0.6% | 42 |
|
|
2024
Q1 | $7.5M | Buy |
178,138
+37,331
| +27% | +$1.57M | 0.51% | 54 |
|
|
2023
Q4 | $5.29M | Sell |
140,807
-12,818
| -8% | -$482K | 0.39% | 72 |
|
|
2023
Q3 | $5.1M | Sell |
153,625
-24,572
| -14% | -$815K | 0.41% | 68 |
|
|
2023
Q2 | $6.01M | Sell |
178,197
-49,481
| -22% | -$1.67M | 0.48% | 57 |
|
|
2023
Q1 | $7.32M | Sell |
227,678
-31,058
| -12% | -$999K | 0.62% | 41 |
|
|
2022
Q4 | $8.85M | Buy |
258,736
+144,451
| +126% | +$4.94M | 0.82% | 30 |
|
|
2022
Q3 | $3.47M | Sell |
114,285
-51,360
| -31% | -$1.56M | 0.36% | 73 |
|
|
2022
Q2 | $5.21M | Sell |
165,645
-694
| -0.4% | -$21.8K | 0.47% | 57 |
|
|
2022
Q1 | $6.37M | Sell |
166,339
-7,987
| -5% | -$306K | 0.51% | 46 |
|
|
2021
Q4 | $6.81M | Buy |
174,326
+58,277
| +50% | +$2.28M | 0.56% | 42 |
|
|
2021
Q3 | $4.36M | Buy |
116,049
+33,268
| +40% | +$1.25M | 0.45% | 56 |
|
|
2021
Q2 | $3.04M | Buy |
82,781
+36,247
| +78% | +$1.33M | 0.31% | 80 |
|
|
2021
Q1 | $1.58M | Buy |
46,534
+36,713
| +374% | +$1.25M | 0.17% | 122 |
|
|
2020
Q4 | $290K | Buy |
+9,821
| New | +$290K | 0.03% | 236 |
|