9258 Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Buy |
27,203
+8,494
| +45% | +$385K | 0.18% | 107 |
|
|
2024
Q2 | $769K | Buy |
18,709
+4,145
| +28% | +$170K | 0.12% | 141 |
|
|
2024
Q1 | $613K | Buy |
+14,564
| New | +$613K | 0.1% | 171 |
|
|
2022
Q2 | – | Sell |
-28,436
| Closed | -$1.09M | – | 362 |
|
|
2022
Q1 | $1.09M | Buy |
28,436
+597
| +2% | +$22.9K | 0.25% | 90 |
|
|
2021
Q4 | $1.09M | Buy |
27,839
+1,664
| +6% | +$65K | 0.25% | 92 |
|
|
2021
Q3 | $982K | Buy |
26,175
+1,327
| +5% | +$49.8K | 0.26% | 87 |
|
|
2021
Q2 | $912K | Buy |
24,848
+2,165
| +10% | +$79.5K | 0.25% | 100 |
|
|
2021
Q1 | $772K | Sell |
22,683
-999
| -4% | -$34K | 0.23% | 110 |
|
|
2020
Q4 | $698K | Hold |
23,682
| – | – | 0.23% | 117 |
|
|
2020
Q3 | $565K | Sell |
23,682
-279
| -1% | -$6.66K | 0.21% | 120 |
|
|
2020
Q2 | $554K | Buy |
23,961
+12,308
| +106% | +$285K | 0.22% | 124 |
|
|
2020
Q1 | $262K | Buy |
+11,653
| New | +$262K | 0.12% | 207 |
|