Waterway 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 | $406K | Sell |
7,749
-30,170
| -80% | -$1.58M | 0.12% | 68 |
|
|
2025
Q1 | $1.89M | Sell |
37,919
-18,263
| -33% | -$910K | 0.79% | 17 |
|
|
2024
Q4 | $2.72M | Buy |
56,182
+307
| +0.5% | +$14.8K | 1.19% | 14 |
|
|
2024
Q3 | $2.53M | Buy |
55,875
+1,901
| +4% | +$86.2K | 1.09% | 15 |
|
|
2024
Q2 | $2.22M | Buy |
53,974
+4,661
| +9% | +$192K | 1.09% | 15 |
|
|
2024
Q1 | $2.08M | Sell |
49,313
-2,238
| -4% | -$94.3K | 0.91% | 13 |
|
|
2023
Q4 | $1.94M | Buy |
+51,551
| New | +$1.94M | 0.81% | 15 |
|