Cornerstone Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-110,993
| Closed | -$4.25M | – | 157 |
|
|
2022
Q1 | $4.25M | Buy |
110,993
+3,324
| +3% | +$127K | 0.78% | 41 |
|
|
2021
Q4 | $4.2M | Buy |
107,669
+6,895
| +7% | +$269K | 0.72% | 43 |
|
|
2021
Q3 | $3.78M | Buy |
100,774
+35,355
| +54% | +$1.33M | 0.67% | 44 |
|
|
2021
Q2 | $2.3M | Buy |
65,419
+3,912
| +6% | +$137K | 0.47% | 70 |
|
|
2021
Q1 | $2.16M | Buy |
+61,507
| New | +$2.16M | 0.44% | 85 |
|
|
2020
Q2 | – | Sell |
-1,548
| Closed | -$32K | – | 145 |
|
|
2020
Q1 | $32K | Buy |
+1,548
| New | +$32K | 0.01% | 110 |
|