CBIZ Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-316
| Closed | -$15.7K | – | 767 |
|
|
2025
Q1 | $15.7K | Buy |
316
+2
| +0.6% | +$99 | ﹤0.01% | 264 |
|
|
2024
Q4 | $15.2K | Buy |
314
+1
| +0.3% | +$48 | ﹤0.01% | 247 |
|
|
2024
Q3 | $14.2K | Buy |
313
+79
| +34% | +$3.58K | ﹤0.01% | 243 |
|
|
2024
Q2 | $9.62K | Buy |
+234
| New | +$9.62K | ﹤0.01% | 255 |
|
|
2020
Q2 | – | Hold |
0
| – | -$1K | – | 217 |
|
|
2020
Q1 | – | Hold |
0
| – | -$2K | – | 212 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 138 |
|