West Financial 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 | $3.49M | Sell |
66,672
-313
| -0.5% | -$16.4K | 0.61% | 21 |
|
|
2025
Q1 | $3.34M | Buy |
66,985
+5,350
| +9% | +$266K | 0.63% | 21 |
|
|
2024
Q4 | $2.98M | Buy |
61,635
+6,310
| +11% | +$305K | 0.57% | 22 |
|
|
2024
Q3 | $2.51M | Sell |
55,325
-993
| -2% | -$45K | 0.48% | 24 |
|
|
2024
Q2 | $2.32M | Buy |
56,318
+996
| +2% | +$40.9K | 0.48% | 25 |
|
|
2024
Q1 | $2.33M | Buy |
55,322
+505
| +0.9% | +$21.3K | 0.5% | 23 |
|
|
2023
Q4 | $2.06M | Buy |
+54,817
| New | +$2.06M | 0.47% | 24 |
|
|
2023
Q1 | – | Sell |
-47,135
| Closed | -$1.61M | – | 176 |
|
|
2022
Q4 | $1.61M | Buy |
+47,135
| New | +$1.61M | 0.45% | 26 |
|
|
2022
Q2 | – | Sell |
-40,305
| Closed | -$1.54M | – | 201 |
|
|
2022
Q1 | $1.54M | Buy |
40,305
+31,105
| +338% | +$1.19M | 0.41% | 22 |
|
|
2021
Q4 | $359K | Sell |
9,200
-27,193
| -75% | -$1.06M | 0.1% | 44 |
|
|
2021
Q3 | $1.37M | Buy |
36,393
+6,523
| +22% | +$245K | 0.4% | 18 |
|
|
2021
Q2 | $1.1M | Buy |
29,870
+2,547
| +9% | +$93.5K | 0.34% | 20 |
|
|
2021
Q1 | $930K | Buy |
+27,323
| New | +$930K | 0.31% | 20 |
|