Charles D. Hyman’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
2024
Q2
$671K Buy
2024
Q1
$644K Hold
2023
Q4
$575K Hold
2023
Q3
$507K Hold
2023
Q2
$515K Hold
2023
Q1
$491K Buy
2022
Q4
$352K Sell
2022
Q3
$319K Hold
2022
Q2
$331K Hold
2022
Q1
$403K Hold
2021
Q4
$411K Hold
2021
Q3
$395K Hold
2021
Q2
$386K Hold
2021
Q1
$358K Hold
2020
Q4
$310K Hold
2020
Q3
$253K Hold
2020
Q2
$243K Hold
2020
Q1
$219K Sell
2019
Q4
$383K Buy