Wilson & Boucher Capital Management’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 | $897K | Buy |
17,125
+1,000
| +6% | +$52.4K | 0.63% | 45 |
|
|
2025
Q1 | $803K | Buy |
16,125
+3,475
| +27% | +$173K | 0.6% | 51 |
|
|
2024
Q4 | $611K | Buy |
12,650
+4,800
| +61% | +$232K | 0.43% | 64 |
|
|
2024
Q3 | $356K | Buy |
7,850
+1,350
| +21% | +$61.2K | 0.25% | 88 |
|
|
2024
Q2 | $267K | Hold |
6,500
| – | – | 0.2% | 97 |
|
|
2024
Q1 | $274K | Hold |
6,500
| – | – | 0.22% | 97 |
|
|
2023
Q4 | $244K | Hold |
6,500
| – | – | 0.21% | 97 |
|
|
2023
Q3 | $216K | Hold |
6,500
| – | – | 0.2% | 100 |
|
|
2023
Q2 | $219K | Sell |
6,500
-500
| -7% | -$16.9K | 0.2% | 100 |
|
|
2023
Q1 | $225K | Hold |
7,000
| – | – | 0.22% | 98 |
|
|
2022
Q4 | $239K | Sell |
7,000
-700
| -9% | -$23.9K | 0.25% | 86 |
|
|
2022
Q3 | $234K | Hold |
7,700
| – | – | 0.27% | 82 |
|
|
2022
Q2 | $242K | Hold |
7,700
| – | – | 0.27% | 87 |
|
|
2022
Q1 | $295K | Buy |
+7,700
| New | +$295K | 0.27% | 85 |
|