Cedar Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,855
| Closed | -$220K | – | 265 |
|
|
2024
Q3 | $220K | Buy |
4,855
+250
| +5% | +$11.3K | 0.07% | 99 |
|
|
2024
Q2 | $189K | Sell |
4,605
-1,050
| -19% | -$43.2K | 0.06% | 107 |
|
|
2024
Q1 | $238K | Hold |
5,655
| – | – | 0.08% | 103 |
|
|
2023
Q4 | $213K | Sell |
5,655
-3,397
| -38% | -$128K | 0.08% | 105 |
|
|
2023
Q3 | $300K | Sell |
9,052
-762
| -8% | -$25.3K | 0.12% | 80 |
|
|
2023
Q2 | $331K | Sell |
9,814
-1,200
| -11% | -$40.5K | 0.13% | 77 |
|
|
2023
Q1 | $354K | Buy |
11,014
+1,400
| +15% | +$45K | 0.14% | 70 |
|
|
2022
Q4 | $329K | Sell |
9,614
-150
| -2% | -$5.13K | 0.16% | 70 |
|
|
2022
Q3 | $296K | Hold |
9,764
| – | – | 0.15% | 84 |
|
|
2022
Q2 | $307K | Sell |
9,764
-900
| -8% | -$28.3K | 0.14% | 87 |
|
|
2022
Q1 | $409K | Buy |
10,664
+900
| +9% | +$34.5K | 0.17% | 84 |
|
|
2021
Q4 | $381K | Buy |
9,764
+8,753
| +866% | +$342K | 0.15% | 95 |
|
|
2021
Q3 | $38K | Hold |
1,011
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $37K | Buy |
+1,011
| New | +$37K | 0.02% | 181 |
|
|
2020
Q4 | – | Sell |
-271
| Closed | -$7K | – | 246 |
|
|
2020
Q3 | $7K | Hold |
271
| – | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $6K | Hold |
271
| – | – | ﹤0.01% | 199 |
|
|
2020
Q1 | $6K | Hold |
271
| – | – | ﹤0.01% | 206 |
|
|
2019
Q4 | $8K | Hold |
271
| – | – | ﹤0.01% | 148 |
|
|
2019
Q3 | $8K | Hold |
271
| – | – | 0.01% | 133 |
|
|
2019
Q2 | $7K | Buy |
+271
| New | +$7K | ﹤0.01% | 156 |
|