Dana Investment 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 |
-11,886
| Closed | -$501K | – | 540 |
|
|
2024
Q1 | $501K | Buy |
+11,886
| New | +$501K | 0.02% | 438 |
|
|
2023
Q4 | – | Sell |
-12,915
| Closed | -$428K | – | 443 |
|
|
2023
Q3 | $428K | Hold |
12,915
| – | – | 0.02% | 332 |
|
|
2023
Q2 | $435K | Buy |
12,915
+456
| +4% | +$15.4K | 0.02% | 338 |
|
|
2023
Q1 | $401K | Buy |
+12,459
| New | +$401K | 0.02% | 335 |
|