Wealth Alliance 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 | $283K | Hold |
5,396
| – | – | 0.05% | 154 |
|
|
2025
Q1 | $269K | Hold |
5,396
| – | – | 0.06% | 156 |
|
|
2024
Q4 | $261K | Buy |
5,396
+1
| +0% | +$48 | 0.06% | 155 |
|
|
2024
Q3 | $244K | Buy |
5,395
+1
| +0% | +$45 | 0.05% | 165 |
|
|
2024
Q2 | $222K | Buy |
5,394
+1
| +0% | +$41 | 0.05% | 170 |
|
|
2024
Q1 | $227K | Sell |
5,393
-249
| -4% | -$10.5K | 0.05% | 169 |
|
|
2023
Q4 | $212K | Buy |
+5,642
| New | +$212K | 0.06% | 168 |
|
|
2023
Q2 | – | Sell |
-6,738
| Closed | -$217K | – | 184 |
|
|
2023
Q1 | $217K | Sell |
6,738
-158
| -2% | -$5.08K | 0.08% | 142 |
|
|
2022
Q4 | $236K | Buy |
6,896
+159
| +2% | +$5.44K | 0.09% | 139 |
|
|
2022
Q3 | $205K | Hold |
6,737
| – | – | 0.09% | 133 |
|
|
2022
Q2 | $212K | Buy |
6,737
+16
| +0.2% | +$503 | 0.1% | 127 |
|
|
2022
Q1 | $258K | Sell |
6,721
-3,894
| -37% | -$149K | 0.11% | 120 |
|
|
2021
Q4 | $415K | Buy |
10,615
+4,413
| +71% | +$173K | 0.18% | 92 |
|
|
2021
Q3 | $233K | Buy |
6,202
+12
| +0.2% | +$451 | 0.11% | 124 |
|
|
2021
Q2 | $227K | Hold |
6,190
| – | – | 0.11% | 132 |
|
|
2021
Q1 | $211K | Buy |
+6,190
| New | +$211K | 0.11% | 136 |
|