Wealth Enhancement Advisory Services’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 | $19.9M | Buy |
374,435
+21,779
| +6% | +$1.16M | 0.03% | 421 |
|
|
2025
Q1 | $17.6M | Buy |
352,656
+12,420
| +4% | +$619K | 0.03% | 436 |
|
|
2024
Q4 | $16.4M | Buy |
340,236
+99,292
| +41% | +$4.8M | 0.03% | 418 |
|
|
2024
Q3 | $10.9M | Sell |
240,944
-560
| -0.2% | -$25.4K | 0.02% | 488 |
|
|
2024
Q2 | $9.93M | Sell |
241,504
-72
| -0% | -$2.96K | 0.02% | 487 |
|
|
2024
Q1 | $10.2M | Sell |
241,576
-100,456
| -29% | -$4.23M | 0.03% | 470 |
|
|
2023
Q4 | $12.9M | Buy |
342,032
+95,715
| +39% | +$3.6M | 0.04% | 378 |
|
|
2023
Q3 | $8.17M | Buy |
246,317
+227,510
| +1,210% | +$7.55M | 0.03% | 457 |
|
|
2023
Q2 | $634K | Sell |
18,807
-13,677
| -42% | -$461K | 0.01% | 324 |
|
|
2023
Q1 | $1.04M | Buy |
32,484
+4,336
| +15% | +$139K | 0.01% | 302 |
|
|
2022
Q4 | $1.02M | Sell |
28,148
-241
| -0.8% | -$8.69K | 0.01% | 219 |
|
|
2022
Q3 | $877K | Buy |
28,389
+2,626
| +10% | +$81.1K | 0.01% | 244 |
|
|
2022
Q2 | $826K | Buy |
25,763
+3,563
| +16% | +$114K | 0.01% | 256 |
|
|
2022
Q1 | $845K | Buy |
22,200
+580
| +3% | +$22.1K | 0.01% | 248 |
|
|
2021
Q4 | $849K | Buy |
21,620
+1,430
| +7% | +$56.2K | 0.01% | 232 |
|
|
2021
Q3 | $820K | Buy |
20,190
+6,053
| +43% | +$246K | 0.01% | 229 |
|
|
2021
Q2 | $518K | Buy |
14,137
+1,752
| +14% | +$64.2K | 0.01% | 230 |
|
|
2021
Q1 | $429K | Buy |
+12,385
| New | +$429K | 0.01% | 235 |
|