Econ Financial Services’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
Q1 | – | Sell |
-21,331
| Closed | -$802K | – | 103 |
|
|
2023
Q4 | $802K | Sell |
21,331
-39
| -0.2% | -$1.47K | 0.56% | 48 |
|
|
2023
Q3 | $709K | Sell |
21,370
-23,834
| -53% | -$791K | 0.52% | 50 |
|
|
2023
Q2 | $1.52M | Buy |
45,204
+2,290
| +5% | +$77.2K | 1.08% | 39 |
|
|
2023
Q1 | $1.38M | Sell |
42,914
-31,737
| -43% | -$1.02M | 1.04% | 42 |
|
|
2022
Q4 | $2.55M | Sell |
74,651
-579
| -0.8% | -$19.8K | 2.59% | 11 |
|
|
2022
Q3 | $2.28M | Buy |
75,230
+12,485
| +20% | +$379K | 1.88% | 19 |
|
|
2022
Q2 | $1.97M | Buy |
62,745
+29,990
| +92% | +$943K | 1.59% | 28 |
|
|
2022
Q1 | $1.26M | Buy |
+32,755
| New | +$1.26M | 0.93% | 38 |
|