Essex Savings Bank’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
Q2 | – | Sell |
-8,502
| Closed | -$320K | – | 281 |
|
|
2024
Q1 | $320K | Hold |
8,502
| – | – | 0.09% | 187 |
|
|
2023
Q4 | $320K | Buy |
+8,502
| New | +$320K | 0.09% | 186 |
|
|
2019
Q4 | – | Sell |
-7,887
| Closed | -$221K | – | 187 |
|
|
2019
Q3 | $221K | Sell |
7,887
-5,855
| -43% | -$164K | 0.12% | 163 |
|
|
2019
Q2 | $379K | Buy |
13,742
+7,969
| +138% | +$220K | 0.13% | 142 |
|
|
2019
Q1 | $148K | Hold |
5,773
| – | – | 0.08% | 173 |
|
|
2018
Q4 | $137K | Buy |
+5,773
| New | +$137K | 0.09% | 170 |
|