Deane Retirement Strategies’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
2021
Q3
Sell
-307,118
Closed -$11.3M 65
2021
Q2
$11.3M Buy
307,118
+3,424
+1% +$126K 6.2% 3
2021
Q1
$10.5M Buy
303,694
+9,768
+3% +$336K 5.63% 4
2020
Q4
$8.67M Buy
+293,926
New +$8.67M 5.28% 3