Artemis Wealth Advisors’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
Q3 | – | Sell |
-2,945
| Closed | -$92.6K | – | 130 |
|
|
2022
Q2 | $92.6K | Buy |
2,945
+15
| +0.5% | +$472 | 0.03% | 54 |
|
|
2022
Q1 | $112K | Buy |
2,930
+11
| +0.4% | +$422 | 0.02% | 24 |
|
|
2021
Q4 | $114K | Buy |
2,919
+14
| +0.5% | +$547 | 0.01% | 35 |
|
|
2021
Q3 | $109K | Buy |
2,905
+12
| +0.4% | +$450 | 0.02% | 37 |
|
|
2021
Q2 | $106K | Buy |
2,893
+11
| +0.4% | +$404 | 0.02% | 34 |
|
|
2021
Q1 | $98.1K | Buy |
2,882
+13
| +0.5% | +$443 | 0.02% | 35 |
|
|
2020
Q4 | $84.6K | Buy |
2,869
+14
| +0.5% | +$413 | 0.01% | 35 |
|
|
2020
Q3 | $68.7K | Buy |
2,855
+17
| +0.6% | +$409 | 0.02% | 34 |
|
|
2020
Q2 | $65.7K | Hold |
2,838
| – | – | 0.02% | 21 |
|
|
2020
Q1 | $59.1K | Hold |
2,838
| – | – | 0.03% | 19 |
|
|
2019
Q4 | $87.4K | Buy |
+2,838
| New | +$87.4K | 0.03% | 22 |
|