Carmel Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,595
| Closed | -$226K | – | 34 |
|
|
2022
Q4 | $226K | Hold |
6,595
| – | – | 0.14% | 35 |
|
|
2022
Q3 | $200K | Sell |
6,595
-1,700
| -20% | -$51.6K | 0.13% | 35 |
|
|
2022
Q2 | $261K | Sell |
8,295
-50
| -0.6% | -$1.57K | 0.16% | 35 |
|
|
2022
Q1 | $320K | Hold |
8,345
| – | – | 0.17% | 33 |
|
|
2021
Q4 | $326K | Buy |
+8,345
| New | +$326K | 0.16% | 34 |
|