Alaethes Wealth’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 | – | Sell |
-7,537
| Closed | -$258K | – | 113 |
|
|
2022
Q4 | $258K | Buy |
+7,537
| New | +$258K | 0.18% | 95 |
|
|
2022
Q2 | – | Sell |
-5,651
| Closed | -$217K | – | 295 |
|
|
2022
Q1 | $217K | Buy |
5,651
+902
| +19% | +$34.6K | 0.14% | 98 |
|
|
2021
Q4 | $185K | Buy |
4,749
+385
| +9% | +$15K | 0.12% | 98 |
|
|
2021
Q3 | $164K | Buy |
4,364
+433
| +11% | +$16.3K | 0.12% | 98 |
|
|
2021
Q2 | $144K | Buy |
+3,931
| New | +$144K | 0.11% | 97 |
|