Wellington Shields & Co’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 | $52.4K | Hold |
1,000
| – | – | 0.01% | 289 |
|
|
2025
Q1 | $49.8K | Sell |
1,000
-502
| -33% | -$25K | 0.02% | 275 |
|
|
2024
Q4 | $72.6K | Hold |
1,502
| – | – | 0.02% | 259 |
|
|
2024
Q3 | $68.1K | Hold |
1,502
| – | – | 0.02% | 279 |
|
|
2024
Q2 | $61.7K | Hold |
1,502
| – | – | 0.02% | 269 |
|
|
2024
Q1 | $63.3K | Buy |
+1,502
| New | +$63.3K | 0.02% | 270 |
|
|
2020
Q1 | – | Sell |
-7,858
| Closed | -$242K | – | 181 |
|
|
2019
Q4 | $242K | Buy |
+7,858
| New | +$242K | 0.11% | 149 |
|
|
2019
Q3 | – | Sell |
-7,555
| Closed | -$209K | – | 211 |
|
|
2019
Q2 | $209K | Buy |
+7,555
| New | +$209K | 0.1% | 161 |
|