Wolff Wiese Magana’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 | $242K | Buy |
4,618
+62
| +1% | +$3.25K | 0.15% | 98 |
|
|
2025
Q1 | $227K | Buy |
4,556
+42
| +0.9% | +$2.09K | 0.15% | 92 |
|
|
2024
Q4 | $218K | Sell |
4,514
-91
| -2% | -$4.4K | 0.14% | 99 |
|
|
2024
Q3 | $209K | Sell |
4,605
-200
| -4% | -$9.06K | 0.14% | 99 |
|
|
2024
Q2 | $198K | Sell |
4,805
-450
| -9% | -$18.5K | 0.16% | 87 |
|
|
2024
Q1 | $221K | Sell |
5,255
-100
| -2% | -$4.21K | 0.19% | 82 |
|
|
2023
Q4 | $201K | Sell |
5,355
-138
| -3% | -$5.19K | 0.19% | 83 |
|
|
2023
Q3 | $182K | Sell |
5,493
-162
| -3% | -$5.37K | 0.15% | 100 |
|
|
2023
Q2 | $191K | Sell |
5,655
-1,236
| -18% | -$41.7K | 0.15% | 98 |
|
|
2023
Q1 | $222K | Sell |
6,891
-592
| -8% | -$19K | 0.18% | 88 |
|
|
2022
Q4 | $256K | Sell |
7,483
-135
| -2% | -$4.62K | 0.22% | 81 |
|
|
2022
Q3 | $231K | Hold |
7,618
| – | – | 0.19% | 93 |
|
|
2022
Q2 | $240K | Buy |
7,618
+445
| +6% | +$14K | 0.18% | 96 |
|
|
2022
Q1 | $275K | Sell |
7,173
-6,074
| -46% | -$233K | 0.18% | 101 |
|
|
2021
Q4 | $517K | Hold |
13,247
| – | – | 0.33% | 72 |
|
|
2021
Q3 | $497K | Buy |
13,247
+1
| +0% | +$38 | 0.35% | 76 |
|
|
2021
Q2 | $486K | Hold |
13,246
| – | – | 0.35% | 72 |
|
|
2021
Q1 | $451K | Buy |
13,246
+7,309
| +123% | +$249K | 0.35% | 66 |
|
|
2020
Q4 | $175K | Buy |
+5,937
| New | +$175K | 0.15% | 126 |
|