WealthPLAN 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 | $2.16M | Sell |
41,261
-345
| -0.8% | -$18.1K | 0.35% | 91 |
|
|
2025
Q1 | $2.07M | Buy |
41,606
+6,405
| +18% | +$319K | 0.29% | 88 |
|
|
2024
Q4 | $1.7M | Buy |
35,201
+899
| +3% | +$43.4K | 0.24% | 101 |
|
|
2024
Q3 | $1.55M | Sell |
34,302
-207
| -0.6% | -$9.38K | 0.21% | 108 |
|
|
2024
Q2 | $1.42M | Buy |
34,509
+761
| +2% | +$31.3K | 0.15% | 127 |
|
|
2024
Q1 | $1.42M | Sell |
33,748
-1,416
| -4% | -$59.6K | 0.15% | 136 |
|
|
2023
Q4 | $1.32M | Sell |
35,164
-60,923
| -63% | -$2.29M | 0.14% | 142 |
|
|
2023
Q3 | $3.19M | Buy |
96,087
+264
| +0.3% | +$8.76K | 0.37% | 76 |
|
|
2023
Q2 | $3.23M | Buy |
95,823
+1,142
| +1% | +$38.5K | 0.46% | 57 |
|
|
2023
Q1 | $3.04M | Sell |
94,681
-1,323
| -1% | -$42.5K | 0.35% | 77 |
|
|
2022
Q4 | $3.52M | Buy |
+96,004
| New | +$3.52M | 0.25% | 86 |
|
|
2022
Q1 | $3.4M | Sell |
98,636
-9,027
| -8% | -$312K | 0.24% | 91 |
|
|
2021
Q4 | $4.21M | Buy |
107,663
+3,539
| +3% | +$138K | 0.28% | 81 |
|
|
2021
Q3 | $4.09M | Buy |
104,124
+4,189
| +4% | +$165K | 0.27% | 81 |
|
|
2021
Q2 | $3.88M | Buy |
99,935
+4,174
| +4% | +$162K | 0.27% | 78 |
|
|
2021
Q1 | $3.52M | Buy |
95,761
+3,002
| +3% | +$110K | 0.27% | 76 |
|
|
2020
Q4 | $2.86M | Buy |
92,759
+3,644
| +4% | +$113K | 0.24% | 80 |
|
|
2020
Q3 | $2.37M | Sell |
89,115
-953
| -1% | -$25.3K | 0.23% | 84 |
|
|
2020
Q2 | $2.26M | Sell |
90,068
-287
| -0.3% | -$7.2K | 0.23% | 85 |
|
|
2020
Q1 | $1.92M | Buy |
90,355
+7,962
| +10% | +$169K | 0.25% | 85 |
|
|
2019
Q4 | $2.57M | Buy |
82,393
+643
| +0.8% | +$20K | 0.3% | 77 |
|
|
2019
Q3 | $2.42M | Sell |
81,750
-2,061
| -2% | -$61K | 0.33% | 76 |
|
|
2019
Q2 | $2.26M | Sell |
83,811
-7,416
| -8% | -$200K | 0.34% | 74 |
|
|
2019
Q1 | $2.44M | Buy |
91,227
+347
| +0.4% | +$9.3K | 0.38% | 71 |
|
|
2018
Q4 | $2.4M | Sell |
90,880
-2,056
| -2% | -$54.3K | 0.39% | 73 |
|
|
2018
Q3 | $2.43M | Buy |
92,936
+1,492
| +2% | +$39.1K | 0.44% | 65 |
|
|
2018
Q2 | $2.43M | Buy |
91,444
+674
| +0.7% | +$17.9K | 0.5% | 62 |
|
|
2018
Q1 | $2.5M | Buy |
90,770
+510
| +0.6% | +$14.1K | 0.55% | 49 |
|
|
2017
Q4 | $2.52M | Buy |
90,260
+433
| +0.5% | +$12.1K | 0.67% | 40 |
|
|
2017
Q3 | $2.32M | Buy |
89,827
+2,239
| +3% | +$57.9K | 0.65% | 40 |
|
|
2017
Q2 | $2.16M | Buy |
87,588
+80,380
| +1,115% | +$1.98M | 0.62% | 45 |
|
|
2017
Q1 | $169K | Buy |
+7,208
| New | +$169K | 0.59% | 38 |
|
|
2016
Q3 | $1.73M | Sell |
89,509
-20,144
| -18% | -$389K | 0.56% | 38 |
|
|
2016
Q2 | $2.16M | Buy |
+109,653
| New | +$2.16M | 0.28% | 65 |
|
|
2015
Q4 | $2.45M | Buy |
+117,717
| New | +$2.45M | 0.4% | 50 |
|
|
2015
Q2 | – | Sell |
-107,780
| Closed | -$2.27M | – | 516 |
|
|
2015
Q1 | $2.27M | Buy |
+107,780
| New | +$2.27M | 1.06% | 21 |
|