Birchcreek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-27,752
| Closed | -$1.14M | – | 154 |
|
|
2024
Q2 | $1.14M | Sell |
27,752
-17,348
| -38% | -$713K | 0.64% | 35 |
|
|
2024
Q1 | $1.9M | Buy |
45,100
+128
| +0.3% | +$5.39K | 1% | 21 |
|
|
2023
Q4 | $1.69M | Buy |
44,972
+3,628
| +9% | +$136K | 1.01% | 24 |
|
|
2023
Q3 | $1.37M | Buy |
41,344
+16,148
| +64% | +$536K | 0.93% | 27 |
|
|
2023
Q2 | $849K | Buy |
25,196
+15,470
| +159% | +$522K | 0.59% | 48 |
|
|
2023
Q1 | $313K | Buy |
+9,726
| New | +$313K | 0.25% | 98 |
|
|
2021
Q1 | – | Sell |
-1,325
| Closed | -$39K | – | 306 |
|
|
2020
Q4 | $39K | Buy |
+1,325
| New | +$39K | 0.04% | 246 |
|