EMAM
Encompass More Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
20,920
-39,548
| -65% | -$2.07M | 0.26% | 80 |
|
|
2025
Q1 | $3.01M | Buy |
60,468
+32,267
| +114% | +$1.61M | 0.9% | 31 |
|
|
2024
Q4 | $1.36M | Sell |
28,201
-9,566
| -25% | -$462K | 0.45% | 54 |
|
|
2024
Q3 | $1.71M | Sell |
37,767
-9,223
| -20% | -$418K | 0.65% | 46 |
|
|
2024
Q2 | $1.93M | Buy |
46,990
+7,179
| +18% | +$295K | 1.38% | 16 |
|
|
2024
Q1 | $1.68M | Buy |
39,811
+16,770
| +73% | +$706K | 1.39% | 17 |
|
|
2023
Q4 | $866K | Buy |
+23,041
| New | +$866K | 0.97% | 28 |
|