Buckingham Strategic Wealth’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 | $921K | Buy |
22,412
+4,553
| +25% | +$187K | 0.01% | 343 |
|
|
2024
Q1 | $752K | Buy |
17,859
+252
| +1% | +$10.6K | 0.01% | 383 |
|
|
2023
Q4 | $662K | Sell |
17,607
-943
| -5% | -$35.5K | 0.01% | 391 |
|
|
2023
Q3 | $615K | Buy |
18,550
+292
| +2% | +$9.69K | 0.01% | 379 |
|
|
2023
Q2 | $615K | Sell |
18,258
-412
| -2% | -$13.9K | 0.01% | 380 |
|
|
2023
Q1 | $638K | Hold |
18,670
| – | – | 0.01% | 330 |
|
|
2022
Q4 | $638K | Sell |
18,670
-608
| -3% | -$20.8K | 0.01% | 332 |
|
|
2022
Q3 | $585K | Buy |
19,278
+595
| +3% | +$18.1K | 0.01% | 333 |
|
|
2022
Q2 | $588K | Buy |
18,683
+1,912
| +11% | +$60.2K | 0.01% | 341 |
|
|
2022
Q1 | $643K | Sell |
16,771
-2,736
| -14% | -$105K | 0.01% | 321 |
|
|
2021
Q4 | $762K | Sell |
19,507
-360
| -2% | -$14.1K | 0.01% | 293 |
|
|
2021
Q3 | $746K | Buy |
19,867
+4,949
| +33% | +$186K | 0.02% | 287 |
|
|
2021
Q2 | $547K | Sell |
14,918
-1,264
| -8% | -$46.3K | 0.01% | 332 |
|
|
2021
Q1 | $551K | Buy |
16,182
+50
| +0.3% | +$1.7K | 0.03% | 309 |
|
|
2020
Q4 | $476K | Buy |
16,132
+1,495
| +10% | +$44.1K | 0.03% | 325 |
|
|
2020
Q3 | $352K | Sell |
14,637
-2,612
| -15% | -$62.8K | 0.03% | 332 |
|
|
2020
Q2 | $399K | Buy |
17,249
+975
| +6% | +$22.6K | 0.04% | 259 |
|
|
2020
Q1 | $339K | Buy |
16,274
+2,515
| +18% | +$52.4K | 0.03% | 317 |
|
|
2019
Q4 | $424K | Buy |
13,759
+127
| +0.9% | +$3.91K | 0.04% | 279 |
|
|
2019
Q3 | $382K | Sell |
13,632
-4,815
| -26% | -$135K | 0.04% | 276 |
|
|
2019
Q2 | $509K | Buy |
18,447
+7,963
| +76% | +$220K | 0.06% | 242 |
|
|
2019
Q1 | $270K | Sell |
10,484
-1,129
| -10% | -$29.1K | 0.03% | 334 |
|
|
2018
Q4 | $277K | Buy |
11,613
+1,215
| +12% | +$29K | 0.04% | 281 |
|
|
2018
Q3 | $287K | Sell |
10,398
-741
| -7% | -$20.5K | 0.04% | 278 |
|
|
2018
Q2 | $296K | Buy |
11,139
+902
| +9% | +$24K | 0.05% | 263 |
|
|
2018
Q1 | $282K | Buy |
+10,237
| New | +$282K | 0.05% | 253 |
|