WFAG
Worth Financial Advisory Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
15,694
+207
| +1% | +$10.8K | 0.5% | 45 |
|
|
2025
Q1 | $771K | Buy |
15,487
+284
| +2% | +$14.1K | 0.49% | 50 |
|
|
2024
Q4 | $735K | Sell |
15,203
-787
| -5% | -$38K | 0.45% | 56 |
|
|
2024
Q3 | $725K | Buy |
15,990
+446
| +3% | +$20.2K | 0.43% | 58 |
|
|
2024
Q2 | $639K | Buy |
15,544
+71
| +0.5% | +$2.92K | 0.42% | 60 |
|
|
2024
Q1 | $652K | Sell |
15,473
-471
| -3% | -$19.8K | 0.45% | 62 |
|
|
2023
Q4 | $599K | Sell |
15,944
-131
| -0.8% | -$4.93K | 0.48% | 55 |
|
|
2023
Q3 | $533K | Buy |
16,075
+181
| +1% | +$6K | 0.48% | 57 |
|
|
2023
Q2 | $536K | Sell |
15,894
-1,918
| -11% | -$64.7K | 0.5% | 57 |
|
|
2023
Q1 | $573K | Sell |
17,812
-732
| -4% | -$23.5K | 0.55% | 55 |
|
|
2022
Q4 | $634K | Buy |
+18,544
| New | +$634K | 0.74% | 37 |
|