BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $216K | Buy |
6,416
+115
| +2% | +$3.88K | 0.02% | 251 |
|
|
2023
Q1 | $203K | Hold |
6,301
| – | – | 0.02% | 249 |
|
|
2022
Q4 | $215K | Sell |
6,301
-1,998
| -24% | -$68.3K | 0.03% | 247 |
|
|
2022
Q3 | $252K | Hold |
8,299
| – | – | 0.03% | 229 |
|
|
2022
Q2 | $261K | Sell |
8,299
-1,707
| -17% | -$53.7K | 0.03% | 227 |
|
|
2022
Q1 | $383K | Buy |
10,006
+949
| +10% | +$36.3K | 0.04% | 204 |
|
|
2021
Q4 | $354K | Buy |
9,057
+3,737
| +70% | +$146K | 0.04% | 216 |
|
|
2021
Q3 | $200K | Buy |
5,320
+200
| +4% | +$7.52K | 0.02% | 278 |
|
|
2021
Q2 | $188K | Sell |
5,120
-1,782
| -26% | -$65.4K | 0.02% | 297 |
|
|
2021
Q1 | $235K | Buy |
6,902
+1,998
| +41% | +$68K | 0.03% | 263 |
|
|
2020
Q4 | $145K | Buy |
4,904
+8
| +0.2% | +$237 | 0.02% | 260 |
|
|
2020
Q3 | $118K | Sell |
4,896
-1,680
| -26% | -$40.5K | 0.02% | 258 |
|
|
2020
Q2 | $152K | Buy |
6,576
+807
| +14% | +$18.7K | 0.03% | 244 |
|
|
2020
Q1 | $120K | Buy |
5,769
+3,355
| +139% | +$69.8K | 0.02% | 251 |
|
|
2019
Q4 | $74K | Hold |
2,414
| – | – | 0.02% | 265 |
|
|
2019
Q3 | $68K | Hold |
2,414
| – | – | 0.02% | 281 |
|
|
2019
Q2 | $67K | Sell |
2,414
-816
| -25% | -$22.6K | 0.02% | 276 |
|
|
2019
Q1 | $83K | Sell |
3,230
-500
| -13% | -$12.8K | 0.02% | 235 |
|
|
2018
Q4 | $89K | Sell |
3,730
-1,621
| -30% | -$38.7K | 0.03% | 216 |
|
|
2018
Q3 | $148K | Sell |
5,351
-144
| -3% | -$3.98K | 0.05% | 181 |
|
|
2018
Q2 | $146K | Buy |
5,495
+83
| +2% | +$2.21K | 0.05% | 182 |
|
|
2018
Q1 | $149K | Buy |
5,412
+74
| +1% | +$2.04K | 0.06% | 147 |
|
|
2017
Q4 | $149K | Buy |
5,338
+2,776
| +108% | +$77.5K | 0.07% | 130 |
|
|
2017
Q3 | $66K | Sell |
2,562
-435
| -15% | -$11.2K | 0.03% | 171 |
|
|
2017
Q2 | $74K | Buy |
+2,997
| New | +$74K | 0.03% | 198 |
|