CDH
Charles D. Hyman’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $671K | Buy |
16,322
+1,040
| +7% | +$42.8K | 0.04% | 147 |
|
|
2024
Q1 | $644K | Hold |
15,282
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $575K | Hold |
15,282
| – | – | 0.03% | 156 |
|
|
2023
Q3 | $507K | Hold |
15,282
| – | – | 0.03% | 157 |
|
|
2023
Q2 | $515K | Hold |
15,282
| – | – | 0.03% | 159 |
|
|
2023
Q1 | $491K | Buy |
15,282
+5,000
| +49% | +$161K | 0.03% | 161 |
|
|
2022
Q4 | $352K | Sell |
10,282
-240
| -2% | -$8.22K | 0.02% | 181 |
|
|
2022
Q3 | $319K | Hold |
10,522
| – | – | 0.02% | 179 |
|
|
2022
Q2 | $331K | Hold |
10,522
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $403K | Hold |
10,522
| – | – | 0.03% | 176 |
|
|
2021
Q4 | $411K | Hold |
10,522
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $395K | Hold |
10,522
| – | – | 0.03% | 174 |
|
|
2021
Q2 | $386K | Hold |
10,522
| – | – | 0.03% | 177 |
|
|
2021
Q1 | $358K | Hold |
10,522
| – | – | 0.03% | 179 |
|
|
2020
Q4 | $310K | Hold |
10,522
| – | – | 0.02% | 190 |
|
|
2020
Q3 | $253K | Hold |
10,522
| – | – | 0.02% | 198 |
|
|
2020
Q2 | $243K | Hold |
10,522
| – | – | 0.02% | 194 |
|
|
2020
Q1 | $219K | Sell |
10,522
-1,905
| -15% | -$39.7K | 0.03% | 171 |
|
|
2019
Q4 | $383K | Buy |
+12,427
| New | +$383K | 0.04% | 147 |
|