Axiom Investment Management’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 |
-1,231
| Closed | -$37K | – | 447 |
|
|
2022
Q3 | $37K | Buy |
+1,231
| New | +$37K | 0.07% | 188 |
|
|
2021
Q4 | – | Sell |
-17,050
| Closed | -$644K | – | 157 |
|
|
2021
Q3 | $644K | Buy |
17,050
+450
| +3% | +$17K | 0.65% | 40 |
|
|
2021
Q2 | $609K | Buy |
16,600
+15,900
| +2,271% | +$583K | 0.47% | 55 |
|
|
2021
Q1 | $24K | Buy |
+700
| New | +$24K | 0.02% | 171 |
|
|
2019
Q4 | – | Sell |
-700
| Closed | -$20K | – | 221 |
|
|
2019
Q3 | $20K | Sell |
700
-1,450
| -67% | -$41.4K | 0.02% | 197 |
|
|
2019
Q2 | $58K | Sell |
2,150
-1,000
| -32% | -$27K | 0.01% | 409 |
|
|
2019
Q1 | $82K | Sell |
3,150
-7,500
| -70% | -$195K | 0.02% | 386 |
|
|
2018
Q4 | $254K | Buy |
+10,650
| New | +$254K | 0.05% | 291 |
|