Clearview Wealth Advisors’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
Q2 | – | Sell |
-6,197
| Closed | -$261K | – | 121 |
|
|
2024
Q1 | $261K | Buy |
+6,197
| New | +$261K | 0.27% | 91 |
|
|
2023
Q4 | – | Sell |
-18,074
| Closed | -$600K | – | 136 |
|
|
2023
Q3 | $600K | Buy |
18,074
+17,286
| +2,194% | +$573K | 0.74% | 49 |
|
|
2023
Q2 | $26.6K | Sell |
788
-17,763
| -96% | -$599K | 0.03% | 242 |
|
|
2023
Q1 | $596K | Buy |
18,551
+17,811
| +2,407% | +$573K | 0.6% | 47 |
|
|
2022
Q4 | $25.3K | Buy |
740
+5
| +0.7% | +$171 | 0.02% | 219 |
|
|
2022
Q3 | $22K | Buy |
735
+4
| +0.5% | +$120 | 0.02% | 248 |
|
|
2022
Q2 | $23K | Buy |
731
+4
| +0.6% | +$126 | 0.02% | 268 |
|
|
2022
Q1 | $28K | Buy |
727
+602
| +482% | +$23.2K | 0.02% | 259 |
|
|
2021
Q4 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 497 |
|