VisionPoint Advisory Group’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 | $480K | Buy |
+9,174
| New | +$480K | 0.1% | 192 |
|
|
2024
Q3 | – | Sell |
-50
| Closed | -$2.06K | – | 801 |
|
|
2024
Q2 | $2.06K | Hold |
50
| – | – | ﹤0.01% | 668 |
|
|
2024
Q1 | $2.11K | Hold |
50
| – | – | ﹤0.01% | 677 |
|
|
2023
Q4 | $1.88K | Sell |
50
-67
| -57% | -$2.52K | ﹤0.01% | 637 |
|
|
2023
Q3 | $3.88K | Sell |
117
-243
| -68% | -$8.06K | ﹤0.01% | 528 |
|
|
2023
Q2 | $12.1K | Buy |
+360
| New | +$12.1K | 0.01% | 376 |
|
|
2020
Q1 | – | Sell |
-7,465
| Closed | -$230K | – | 157 |
|
|
2019
Q4 | $230K | Hold |
7,465
| – | – | 0.1% | 111 |
|
|
2019
Q3 | $205K | Sell |
7,465
-22
| -0.3% | -$604 | 0.06% | 127 |
|
|
2019
Q2 | $207K | Sell |
7,487
-6,469
| -46% | -$179K | 0.06% | 126 |
|
|
2019
Q1 | $359K | Buy |
+13,956
| New | +$359K | 0.1% | 84 |
|