AXS Investments’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 |
-25,025
| Closed | -$856K | – | 421 |
|
|
2022
Q4 | $856K | Hold |
25,025
| – | – | 0.31% | 125 |
|
|
2022
Q3 | $760K | Hold |
25,025
| – | – | 0.3% | 135 |
|
|
2022
Q2 | $787K | Buy |
25,025
+9,665
| +63% | +$304K | 0.28% | 143 |
|
|
2022
Q1 | $589K | Sell |
15,360
-15,500
| -50% | -$594K | 0.23% | 78 |
|
|
2021
Q4 | $1.21M | Buy |
30,860
+9,984
| +48% | +$390K | 0.29% | 72 |
|
|
2021
Q3 | $783K | Buy |
20,876
+5,356
| +35% | +$201K | 0.29% | 36 |
|
|
2021
Q2 | $569K | Sell |
15,520
-7,180
| -32% | -$263K | 0.17% | 106 |
|
|
2021
Q1 | $773K | Buy |
+22,700
| New | +$773K | 0.27% | 84 |
|