Alterity Financial Group’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
Q4 | $384K | Sell |
10,215
-69
| -0.7% | -$2.59K | 0.55% | 48 |
|
|
2023
Q3 | $341K | Sell |
10,284
-11
| -0.1% | -$365 | 0.54% | 50 |
|
|
2023
Q2 | $347K | Hold |
10,295
| – | – | 0.5% | 52 |
|
|
2023
Q1 | $331K | Hold |
10,295
| – | – | 0.48% | 51 |
|
|
2022
Q4 | $352K | Buy |
10,295
+1
| +0% | +$34 | 0.57% | 46 |
|
|
2022
Q3 | $313K | Hold |
10,294
| – | – | 0.51% | 54 |
|
|
2022
Q2 | $324K | Buy |
+10,294
| New | +$324K | 0.48% | 55 |
|
|
2021
Q4 | $409K | Buy |
+10,485
| New | +$409K | 0.44% | 61 |
|
|
2021
Q1 | $394K | Buy |
+10,294
| New | +$394K | 0.48% | 54 |
|