Callan Family Office’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 |
-6,646
| Closed | -$280K | – | 157 |
|
|
2024
Q1 | $280K | Sell |
6,646
-3,000
| -31% | -$126K | 0.07% | 80 |
|
|
2023
Q4 | $363K | Buy |
9,646
+3,000
| +45% | +$113K | 0.09% | 70 |
|
|
2023
Q3 | $220K | Sell |
6,646
-7,950
| -54% | -$264K | 0.06% | 78 |
|
|
2023
Q2 | $492K | Buy |
14,596
+1,500
| +11% | +$50.6K | 0.13% | 62 |
|
|
2023
Q1 | $421K | Buy |
13,096
+6,450
| +97% | +$207K | 0.1% | 104 |
|
|
2022
Q4 | $227K | Buy |
+6,646
| New | +$227K | 0.07% | 92 |
|