Blue Zone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,937
| Closed | -$228K | – | 103 |
|
|
2022
Q1 | $228K | Sell |
5,937
-6,877
| -54% | -$264K | 0.09% | 89 |
|
|
2021
Q4 | $500K | Buy |
12,814
+1,883
| +17% | +$73.5K | 0.17% | 73 |
|
|
2021
Q3 | $410K | Buy |
+10,931
| New | +$410K | 0.14% | 82 |
|
|
2020
Q4 | – | Sell |
-14,366
| Closed | -$346K | – | 78 |
|
|
2020
Q3 | $346K | Sell |
14,366
-82,828
| -85% | -$1.99M | 0.2% | 58 |
|
|
2020
Q2 | $2.25M | Buy |
97,194
+76,681
| +374% | +$1.77M | 1.26% | 20 |
|
|
2020
Q1 | $427K | Buy |
+20,513
| New | +$427K | 0.4% | 29 |
|