Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-779
| Closed | -$25K | – | 141 |
|
|
2022
Q3 | $25K | Hold |
779
| – | – | ﹤0.01% | 72 |
|
|
2022
Q2 | $24K | Hold |
779
| – | – | ﹤0.01% | 77 |
|
|
2022
Q1 | $30K | Buy |
779
+2
| +0.3% | +$77 | 0.01% | 78 |
|
|
2021
Q4 | $30K | Buy |
777
+18
| +2% | +$695 | 0.01% | 74 |
|
|
2021
Q3 | $28K | Sell |
759
-216
| -22% | -$7.97K | 0.01% | 76 |
|
|
2021
Q2 | $36K | Buy |
+975
| New | +$36K | 0.01% | 80 |
|
|
2017
Q1 | – | Sell |
-39
| Closed | -$1K | – | 353 |
|
|
2016
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 302 |
|