Carroll Financial Associates’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $977K | Sell |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $742K | Sell |
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|
2020
Q3 | $666K | Sell |
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|
2020
Q2 | $765K | Sell |
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|
2020
Q1 | $699K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $976K | Buy |
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|
2019
Q2 | $961K | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $1.61M | Sell |
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|
2018
Q3 | $2.01M | Buy |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.94M | Buy |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $1.72M | Sell |
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|
2017
Q2 | $1.71M | Buy |
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|
2017
Q1 | $1.4M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $503K | Buy |
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|
2016
Q2 | $363K | Buy |
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|
2016
Q1 | $279K | Buy |
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|
2015
Q4 | $141K | Buy |
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|
2015
Q3 | $42K | Hold |
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|
2015
Q2 | $44K | Sell |
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|
2015
Q1 | $47K | Buy |
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|
2014
Q4 | $38K | Buy |
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|
2014
Q3 | $36K | Hold |
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|
2014
Q2 | $34K | Hold |
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|
2014
Q1 | $34K | Hold |
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|
2013
Q4 | $32K | Buy |
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