Wealth Advisory Solutions’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 | $543K | Sell |
10,369
-268
| -3% | -$14K | 0.14% | 86 |
|
|
2025
Q1 | $530K | Sell |
10,637
-269
| -2% | -$13.4K | 0.14% | 87 |
|
|
2024
Q4 | $527K | Sell |
10,906
-223
| -2% | -$10.8K | 0.15% | 85 |
|
|
2024
Q3 | $504K | Sell |
11,129
-437
| -4% | -$19.8K | 0.14% | 84 |
|
|
2024
Q2 | $475K | Sell |
11,566
-366
| -3% | -$15K | 0.13% | 86 |
|
|
2024
Q1 | $503K | Sell |
11,932
-1,986
| -14% | -$83.6K | 0.13% | 81 |
|
|
2023
Q4 | $523K | Sell |
13,918
-14,956
| -52% | -$562K | 0.18% | 54 |
|
|
2023
Q3 | $1.02M | Buy |
28,874
+13,220
| +84% | +$467K | 0.2% | 72 |
|
|
2023
Q2 | $528K | Buy |
15,654
+38
| +0.2% | +$1.28K | 0.14% | 81 |
|
|
2023
Q1 | $502K | Sell |
15,616
-47,326
| -75% | -$1.52M | 0.13% | 86 |
|
|
2022
Q4 | $2.15M | Sell |
62,942
-740
| -1% | -$25.3K | 0.58% | 45 |
|
|
2022
Q3 | $1.93M | Sell |
63,682
-143
| -0.2% | -$4.34K | 0.53% | 51 |
|
|
2022
Q2 | $2.01M | Sell |
63,825
-2,002
| -3% | -$63K | 0.49% | 61 |
|
|
2022
Q1 | $2.52M | Buy |
+65,827
| New | +$2.52M | 0.52% | 54 |
|
|
2021
Q3 | $2.48M | Buy |
66,154
+5,776
| +10% | +$217K | 0.55% | 49 |
|
|
2021
Q2 | $2.22M | Buy |
60,378
+571
| +1% | +$20.9K | 0.53% | 52 |
|
|
2021
Q1 | $2K | Sell |
59,807
-9,893
| -14% | -$331 | ﹤0.01% | 115 |
|
|
2020
Q4 | $2.05M | Buy |
69,700
+102
| +0.1% | +$3.01K | 0.56% | 51 |
|
|
2020
Q3 | $1.68M | Buy |
69,598
+17,969
| +35% | +$432K | 0.44% | 63 |
|
|
2020
Q2 | $1.19M | Buy |
51,629
+1,192
| +2% | +$27.6K | 0.33% | 76 |
|
|
2020
Q1 | $1.05M | Sell |
50,437
-1,287
| -2% | -$26.8K | 0.36% | 73 |
|
|
2019
Q4 | $1.59M | Buy |
+51,724
| New | +$1.59M | 0.42% | 66 |
|