WealthShield Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

WealthShield Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.07M	Sell	39,476 -1,915	-5%	-$100K	0.25%	113
2025 Q1	$2.06M	Buy	41,391 +4,772	+13%	+$238K	0.26%	101
2024 Q4	$1.77M	Buy	36,619 +3,777	+12%	+$183K	0.25%	106
2024 Q3	$1.49M	Buy	32,842 +2,240	+7%	+$102K	0.2%	122
2024 Q2	$1.26M	Buy	30,602 +9,958	+48%	+$409K	0.19%	124
2024 Q1	$870K	Sell	20,644 -12,634	-38%	-$532K	0.14%	155
2023 Q4	$1.25M	Sell	33,278 -10,649	-24%	-$400K	0.21%	123
2023 Q3	$1.46M	Sell	43,927 -4,830	-10%	-$160K	0.22%	121
2023 Q2	$1.64M	Sell	48,757 -11,669	-19%	-$393K	0.25%	106
2023 Q1	$1.94M	Buy	60,426 +9,452	+19%	+$304K	0.31%	86
2022 Q4	$1.74M	Buy	50,974 +913	+2%	+$31.2K	0.33%	82
2022 Q3	$1.52M	Sell	50,061 -2,037	-4%	-$61.8K	0.3%	89
2022 Q2	$1.64M	Sell	52,098 -14,325	-22%	-$450K	0.32%	78
2022 Q1	$2.55M	Sell	66,423 -207,914	-76%	-$7.97M	0.41%	61
2021 Q4	$10.7M	Buy	274,337 +241,292	+730%	+$9.42M	1.78%	9
2021 Q3	$1.24M	Buy	33,045 +773	+2%	+$29K	0.33%	67
2021 Q2	$1.18M	Buy	32,272 +16,640	+106%	+$610K	0.19%	91
2021 Q1	$532K	Buy	+15,632	New	+$532K	0.1%	150
2020 Q4	–	Sell	-2,844	Closed	-$68K	–	426
2020 Q3	$68K	Sell	2,844 -1,803	-39%	-$43.1K	0.02%	291
2020 Q2	$108K	Buy	4,647 +145	+3%	+$3.37K	0.05%	223
2020 Q1	$94K	Sell	4,502 -2,763	-38%	-$57.7K	0.06%	174
2019 Q4	$224K	Buy	7,265 +2,097	+41%	+$64.7K	0.11%	167
2019 Q3	$145K	Sell	5,168 -760	-13%	-$21.3K	0.08%	175
2019 Q2	$164K	Sell	5,928 -1,568	-21%	-$43.4K	0.1%	152
2019 Q1	$193K	Sell	7,496 -2,297	-23%	-$59.1K	0.11%	147
2018 Q4	$233K	Sell	9,793 -6,650	-40%	-$158K	0.16%	107
2018 Q3	$453K	Sell	16,443 -8,791	-35%	-$242K	0.26%	70
2018 Q2	$671K	Sell	25,234 -93,879	-79%	-$2.5M	0.41%	47
2018 Q1	$3.28M	Sell	119,113 -4,903	-4%	-$135K	2.08%	14
2017 Q4	$3.46M	Buy	+124,016	New	+$3.46M	2.11%	11