Bard Financial Services’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
Q3 | – | Sell |
-115,550
| Closed | -$3.9M | – | 322 |
|
|
2023
Q2 | $3.9M | Buy |
115,550
+500
| +0.4% | +$16.9K | 0.29% | 82 |
|
|
2023
Q1 | $3.7M | Hold |
115,050
| – | – | 0.3% | 79 |
|
|
2022
Q4 | $3.94M | Sell |
115,050
-1,500
| -1% | -$51.3K | 0.33% | 76 |
|
|
2022
Q3 | $3.54M | Hold |
116,550
| – | – | 0.33% | 77 |
|
|
2022
Q2 | $3.67M | Sell |
116,550
-500
| -0.4% | -$15.7K | 0.33% | 74 |
|
|
2022
Q1 | $4.49M | Hold |
117,050
| – | – | 0.37% | 68 |
|
|
2021
Q4 | $4.57M | Sell |
117,050
-2,000
| -2% | -$78.1K | 0.37% | 66 |
|
|
2021
Q3 | $4.47M | Hold |
119,050
| – | – | 0.4% | 67 |
|
|
2021
Q2 | $4.37M | Sell |
119,050
-250
| -0.2% | -$9.17K | 0.39% | 68 |
|
|
2021
Q1 | $4.06M | Hold |
119,300
| – | – | 0.39% | 71 |
|
|
2020
Q4 | $3.52M | Buy |
+119,300
| New | +$3.52M | 0.35% | 76 |
|