Ahrens Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $39K | Buy |
+1,214
| New | +$39K | 0.02% | 361 |
|
|
2022
Q3 | – | Sell |
-1,219
| Closed | -$38K | – | 928 |
|
|
2022
Q2 | $38K | Hold |
1,219
| – | – | 0.02% | 387 |
|
|
2022
Q1 | $47K | Sell |
1,219
-2,185
| -64% | -$84.2K | 0.01% | 407 |
|
|
2021
Q4 | $133K | Buy |
+3,404
| New | +$133K | 0.06% | 247 |
|
|
2018
Q4 | – | Sell |
-7,976
| Closed | -$220K | – | 195 |
|
|
2018
Q3 | $220K | Sell |
7,976
-793
| -9% | -$21.9K | 0.08% | 156 |
|
|
2018
Q2 | $233K | Buy |
+8,769
| New | +$233K | 0.1% | 134 |
|