WWA
WCG Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Sell |
153,636
-175,943
| -53% | -$9.21M | 0.52% | 56 |
|
|
2025
Q1 | $16.4M | Sell |
329,579
-54,930
| -14% | -$2.74M | 1.25% | 19 |
|
|
2024
Q4 | $18.6M | Sell |
384,509
-6,580
| -2% | -$318K | 1.23% | 21 |
|
|
2024
Q3 | $17.7M | Sell |
391,089
-12,528
| -3% | -$568K | 1.2% | 19 |
|
|
2024
Q2 | $16.6M | Buy |
403,617
+929
| +0.2% | +$38.2K | 1.23% | 21 |
|
|
2024
Q1 | $17M | Sell |
402,688
-96,765
| -19% | -$4.08M | 1.42% | 17 |
|
|
2023
Q4 | $18.8M | Sell |
499,453
-74,670
| -13% | -$2.81M | 1.38% | 18 |
|
|
2023
Q3 | $19.4M | Buy |
574,123
+36,730
| +7% | +$1.24M | 1.42% | 17 |
|
|
2023
Q2 | $18.1M | Buy |
537,393
+138,788
| +35% | +$4.68M | 2.12% | 11 |
|
|
2023
Q1 | $12.8M | Buy |
398,605
+28,963
| +8% | +$931K | 1.64% | 17 |
|
|
2022
Q4 | $12.6M | Buy |
369,642
+21,393
| +6% | +$732K | 1.73% | 17 |
|
|
2022
Q3 | $11.3M | Sell |
348,249
-10,779
| -3% | -$351K | 1.5% | 20 |
|
|
2022
Q2 | $11.3M | Buy |
+359,028
| New | +$11.3M | 1.57% | 17 |
|