Belmont Capital’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 |
-996
| Closed | -$34K | – | 142 |
|
|
2022
Q4 | $34K | Hold |
996
| – | – | 0.04% | 54 |
|
|
2022
Q3 | $30K | Sell |
996
-2,743
| -73% | -$82.6K | 0.04% | 46 |
|
|
2022
Q2 | $118K | Buy |
3,739
+1,400
| +60% | +$44.2K | 0.14% | 24 |
|
|
2022
Q1 | $90K | Hold |
2,339
| – | – | 0.09% | 24 |
|
|
2021
Q4 | $91K | Buy |
2,339
+150
| +7% | +$5.84K | 0.07% | 21 |
|
|
2021
Q3 | $82K | Buy |
2,189
+202
| +10% | +$7.57K | 0.07% | 24 |
|
|
2021
Q2 | $73K | Buy |
1,987
+500
| +34% | +$18.4K | 0.08% | 23 |
|
|
2021
Q1 | $51K | Buy |
1,487
+609
| +69% | +$20.9K | 0.06% | 23 |
|
|
2020
Q4 | $26K | Buy |
+878
| New | +$26K | 0.01% | 34 |
|