Wealthcare Advisory Partners’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 | $1.77M | Sell |
33,835
-3,227
| -9% | -$169K | 0.04% | 354 |
|
|
2025
Q1 | $1.85M | Buy |
37,062
+5,406
| +17% | +$269K | 0.05% | 296 |
|
|
2024
Q4 | $1.53M | Buy |
31,656
+11,639
| +58% | +$563K | 0.04% | 330 |
|
|
2024
Q3 | $907K | Sell |
20,017
-654
| -3% | -$29.6K | 0.03% | 444 |
|
|
2024
Q2 | $850K | Sell |
20,671
-2,888
| -12% | -$119K | 0.03% | 429 |
|
|
2024
Q1 | $992K | Sell |
23,559
-1,423
| -6% | -$59.9K | 0.03% | 367 |
|
|
2023
Q4 | $939K | Buy |
24,982
+986
| +4% | +$37.1K | 0.04% | 325 |
|
|
2023
Q3 | $796K | Sell |
23,996
-253
| -1% | -$8.39K | 0.04% | 318 |
|
|
2023
Q2 | $817K | Buy |
24,249
+494
| +2% | +$16.7K | 0.04% | 331 |
|
|
2023
Q1 | $764K | Buy |
23,755
+2,471
| +12% | +$79.4K | 0.03% | 350 |
|
|
2022
Q4 | $728K | Sell |
21,284
-362
| -2% | -$12.4K | 0.03% | 332 |
|
|
2022
Q3 | $657K | Sell |
21,646
-1,205
| -5% | -$36.6K | 0.04% | 299 |
|
|
2022
Q2 | $719K | Sell |
22,851
-122,527
| -84% | -$3.86M | 0.04% | 256 |
|
|
2022
Q1 | $5.57M | Buy |
145,378
+33,199
| +30% | +$1.27M | 0.34% | 46 |
|
|
2021
Q4 | $4.38M | Buy |
112,179
+98,814
| +739% | +$3.86M | 0.26% | 56 |
|
|
2021
Q3 | $502K | Buy |
13,365
+15
| +0.1% | +$563 | 0.03% | 314 |
|
|
2021
Q2 | $490K | Buy |
13,350
+4,203
| +46% | +$154K | 0.03% | 323 |
|
|
2021
Q1 | $311K | Sell |
9,147
-865
| -9% | -$29.4K | 0.02% | 388 |
|
|
2020
Q4 | $295K | Sell |
10,012
-612
| -6% | -$18K | 0.03% | 324 |
|
|
2020
Q3 | $256K | Sell |
10,624
-3,641
| -26% | -$87.7K | 0.03% | 292 |
|
|
2020
Q2 | $330K | Buy |
14,265
+2,947
| +26% | +$68.2K | 0.04% | 228 |
|
|
2020
Q1 | $236K | Sell |
11,318
-1,567
| -12% | -$32.7K | 0.03% | 242 |
|
|
2019
Q4 | $397K | Buy |
12,885
+2,268
| +21% | +$69.9K | 0.05% | 201 |
|
|
2019
Q3 | $297K | Sell |
10,617
-875
| -8% | -$24.5K | 0.04% | 211 |
|
|
2019
Q2 | $317K | Sell |
11,492
-2,532
| -18% | -$69.8K | 0.05% | 198 |
|
|
2019
Q1 | $361K | Sell |
14,024
-5,112
| -27% | -$132K | 0.06% | 165 |
|
|
2018
Q4 | $456K | Buy |
19,136
+464
| +2% | +$11.1K | 0.09% | 122 |
|
|
2018
Q3 | $515K | Sell |
18,672
-1,338
| -7% | -$36.9K | 0.09% | 113 |
|
|
2018
Q2 | $532K | Buy |
20,010
+8,866
| +80% | +$236K | 0.1% | 114 |
|
|
2018
Q1 | $307K | Buy |
11,144
+3,445
| +45% | +$94.9K | 0.07% | 152 |
|
|
2017
Q4 | $215K | Buy |
7,699
+3,536
| +85% | +$98.7K | 0.06% | 167 |
|
|
2017
Q3 | $108K | Buy |
+4,163
| New | +$108K | 0.03% | 200 |
|