Core 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 |
-300
| Closed | -$12.6K | – | 246 |
|
|
2024
Q1 | $12.6K | Hold |
300
| – | – | ﹤0.01% | 171 |
|
|
2023
Q4 | $11.3K | Hold |
300
| – | – | ﹤0.01% | 175 |
|
|
2023
Q3 | $9.95K | Hold |
300
| – | – | ﹤0.01% | 159 |
|
|
2023
Q2 | $10.1K | Hold |
300
| – | – | ﹤0.01% | 152 |
|
|
2023
Q1 | $9.65K | Hold |
300
| – | – | ﹤0.01% | 157 |
|
|
2022
Q4 | $10.3K | Hold |
300
| – | – | ﹤0.01% | 157 |
|
|
2022
Q3 | $9K | Hold |
300
| – | – | 0.01% | 150 |
|
|
2022
Q2 | $9K | Buy |
+300
| New | +$9K | 0.01% | 148 |
|