DWMG
DB Wealth Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.9K | Hold |
396
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $13.1K | Hold |
396
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $13.4K | Hold |
396
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $12.7K | Hold |
396
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $13.5K | Hold |
396
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $12K | Hold |
396
| – | – | 0.01% | 274 |
|
|
2022
Q2 | $12K | Hold |
396
| – | – | 0.01% | 278 |
|
|
2022
Q1 | $15K | Hold |
396
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $15K | Hold |
396
| – | – | 0.01% | 249 |
|
|
2021
Q3 | $15K | Hold |
396
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $15K | Buy |
396
+112
| +39% | +$4.24K | 0.01% | 246 |
|
|
2021
Q1 | $10K | Hold |
284
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $8K | Buy |
+284
| New | +$8K | 0.01% | 293 |
|