Bowman & Company’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
Q2 | – | Sell |
-9,116
| Closed | -$384K | – | 101 |
|
|
2024
Q1 | $384K | Sell |
9,116
-3,544
| -28% | -$149K | 0.23% | 80 |
|
|
2023
Q4 | $476K | Sell |
12,660
-3,100
| -20% | -$117K | 0.33% | 65 |
|
|
2023
Q3 | $523K | Sell |
15,760
-128,056
| -89% | -$4.25M | 0.42% | 61 |
|
|
2023
Q2 | $4.85M | Sell |
143,816
-8,219
| -5% | -$277K | 3.67% | 5 |
|
|
2023
Q1 | $4.89M | Sell |
152,035
-6,729
| -4% | -$216K | 3.59% | 5 |
|
|
2022
Q4 | $5.43M | Buy |
158,764
+7,696
| +5% | +$263K | 4.21% | 5 |
|
|
2022
Q3 | $4.59M | Buy |
151,068
+12,833
| +9% | +$390K | 4.16% | 5 |
|
|
2022
Q2 | $4.35M | Buy |
138,235
+126,797
| +1,109% | +$3.99M | 3.79% | 5 |
|
|
2022
Q1 | $438K | Buy |
+11,438
| New | +$438K | 0.34% | 61 |
|