Capstone Triton Financial Group’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
Q1 | – | Sell |
-5,401
| Closed | -$211K | – | 120 |
|
2021
Q4 | $211K | Hold |
5,401
| – | – | 0.43% | 78 |
|
2021
Q3 | $219K | Sell |
5,401
-157
| -3% | -$6.37K | 0.13% | 111 |
|
2021
Q2 | $204K | Sell |
5,558
-922
| -14% | -$33.8K | 0.13% | 114 |
|
2021
Q1 | $221K | Buy |
6,480
+98
| +2% | +$3.34K | 0.15% | 103 |
|
2020
Q4 | $188K | Buy |
+6,382
| New | +$188K | 0.12% | 117 |
|