WealthBridge Capital 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 | $726K | Sell |
13,857
-1,151
| -8% | -$60.3K | 0.18% | 93 |
|
|
2025
Q1 | $748K | Buy |
15,008
+1,260
| +9% | +$62.8K | 0.21% | 84 |
|
|
2024
Q4 | $664K | Sell |
13,748
-199
| -1% | -$9.62K | 0.18% | 93 |
|
|
2024
Q3 | $632K | Buy |
13,947
+115
| +0.8% | +$5.21K | 0.18% | 94 |
|
|
2024
Q2 | $569K | Buy |
13,832
+712
| +5% | +$29.3K | 0.19% | 87 |
|
|
2024
Q1 | $553K | Buy |
13,120
+1,998
| +18% | +$84.2K | 0.19% | 91 |
|
|
2023
Q4 | $418K | Sell |
11,122
-3,933
| -26% | -$148K | 0.16% | 101 |
|
|
2023
Q3 | $499K | Sell |
15,055
-2,446
| -14% | -$81.1K | 0.21% | 87 |
|
|
2023
Q2 | $590K | Buy |
17,501
+233
| +1% | +$7.86K | 0.24% | 81 |
|
|
2023
Q1 | $555K | Buy |
17,268
+1,847
| +12% | +$59.4K | 0.22% | 87 |
|
|
2022
Q4 | $527K | Sell |
15,421
-764
| -5% | -$26.1K | 0.22% | 91 |
|
|
2022
Q3 | $509K | Hold |
16,185
| – | – | 0.22% | 94 |
|
|
2022
Q2 | $509K | Sell |
16,185
-819
| -5% | -$25.8K | 0.22% | 94 |
|
|
2022
Q1 | $652K | Buy |
17,004
+981
| +6% | +$37.6K | 0.24% | 85 |
|
|
2021
Q4 | $626K | Sell |
16,023
-1,138
| -7% | -$44.5K | 0.23% | 84 |
|
|
2021
Q3 | $644K | Sell |
17,161
-2,272
| -12% | -$85.3K | 0.24% | 81 |
|
|
2021
Q2 | $713K | Buy |
19,433
+6,116
| +46% | +$224K | 0.26% | 85 |
|
|
2021
Q1 | $453K | Buy |
+13,317
| New | +$453K | 0.18% | 96 |
|
|
2020
Q2 | – | Sell |
-15,098
| Closed | -$314K | – | 124 |
|
|
2020
Q1 | $314K | Sell |
15,098
-59,235
| -80% | -$1.23M | 0.22% | 83 |
|
|
2019
Q4 | $2.29M | Sell |
74,333
-8,485
| -10% | -$261K | 1.48% | 17 |
|
|
2019
Q3 | $2.32M | Sell |
82,818
-8,665
| -9% | -$243K | 1.67% | 16 |
|
|
2019
Q2 | $2.18M | Buy |
91,483
+1,502
| +2% | +$35.8K | 1.99% | 13 |
|
|
2019
Q1 | $2.46M | Sell |
89,981
-1,502
| -2% | -$41K | 1.56% | 14 |
|
|
2018
Q4 | $2.18M | Buy |
+91,483
| New | +$2.18M | 1.66% | 13 |
|