Diversified’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
Q3
$373K Sell
8,232
-250
-3% -$11.3K 0.04% 150
2024
Q2
$349K Buy
8,482
+170
+2% +$6.99K 0.04% 155
2024
Q1
$350K Hold
8,312
0.05% 111
2023
Q4
$313K Sell
8,312
-685
-8% -$25.8K 0.07% 109
2023
Q3
$298K Buy
8,997
+1,115
+14% +$37K 0.08% 104
2023
Q2
$266K Sell
7,882
-475
-6% -$16K 0.07% 116
2023
Q1
$269K Sell
8,357
-248
-3% -$7.97K 0.1% 114
2022
Q4
$294K Sell
8,605
-448
-5% -$15.3K 0.12% 112
2022
Q3
$274K Sell
9,053
-73,517
-89% -$2.23M 0.14% 91
2022
Q2
$2.6M Buy
+82,570
New +$2.6M 1.08% 20