Wealthstar Advisors’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 | $960K | Buy |
18,333
+1,262
| +7% | +$66.1K | 0.36% | 54 |
|
|
2025
Q1 | $850K | Buy |
17,071
+916
| +6% | +$45.6K | 0.39% | 57 |
|
|
2024
Q4 | $781K | Buy |
+16,155
| New | +$781K | 0.34% | 55 |
|
|
2024
Q2 | – | Sell |
-12,276
| Closed | -$525K | – | 142 |
|
|
2024
Q1 | $525K | Buy |
12,276
+450
| +4% | +$19.3K | 0.18% | 80 |
|
|
2023
Q4 | $445K | Buy |
11,826
+172
| +1% | +$6.47K | 0.07% | 82 |
|
|
2023
Q3 | $387K | Buy |
11,654
+653
| +6% | +$21.7K | 0.15% | 72 |
|
|
2023
Q2 | $371K | Buy |
11,001
+5
| +0% | +$169 | 0.16% | 55 |
|
|
2023
Q1 | $354K | Buy |
10,996
+4
| +0% | +$129 | 0.13% | 64 |
|
|
2022
Q4 | $376K | Buy |
10,992
+506
| +5% | +$17.3K | 0.17% | 59 |
|
|
2022
Q3 | $319K | Buy |
10,486
+147
| +1% | +$4.47K | 0.15% | 71 |
|
|
2022
Q2 | $322K | Buy |
10,339
+908
| +10% | +$28.3K | 0.12% | 70 |
|
|
2022
Q1 | $379K | Buy |
9,431
+756
| +9% | +$30.4K | 0.14% | 67 |
|
|
2021
Q4 | $343K | Buy |
8,675
+2,378
| +38% | +$94K | 0.12% | 61 |
|
|
2021
Q3 | $237K | Buy |
+6,297
| New | +$237K | 0.07% | 77 |
|