Wellington Shields Capital Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
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|
2025
Q2 | $1.06M | Hold |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $926K | Sell |
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|
2024
Q3 | $922K | Buy |
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|
2024
Q2 | $820K | Buy |
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|
2024
Q1 | $815K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $628K | Sell |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $844K | Buy |
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|
2019
Q3 | $709K | Sell |
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|
2019
Q2 | $701K | Sell |
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|
2019
Q1 | $726K | Buy |
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|
2018
Q4 | $672K | Buy |
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|
2018
Q3 | $716K | Sell |
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|
2018
Q2 | $692K | Buy |
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|
2018
Q1 | $618K | Buy |
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|
2017
Q4 | $508K | Buy |
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|
2017
Q3 | $422K | Sell |
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|
2017
Q2 | $411K | Sell |
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|
2017
Q1 | $415K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $467K | Buy |
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|
2015
Q3 | $376K | Sell |
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|
2015
Q2 | $468K | Buy |
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|
2015
Q1 | $357K | Buy |
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