Evermay Wealth Management’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 | – | Sell |
-790
| Closed | -$32.5K | – | 635 |
|
|
2024
Q2 | $32.5K | Hold |
790
| – | – | 0.01% | 374 |
|
|
2024
Q1 | $33.3K | Hold |
790
| – | – | 0.01% | 383 |
|
|
2023
Q4 | $29.7K | Hold |
790
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $26.2K | Hold |
790
| – | – | 0.01% | 359 |
|
|
2023
Q2 | $26.6K | Hold |
790
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $25.4K | Hold |
790
| – | – | 0.01% | 350 |
|
|
2022
Q4 | $27K | Hold |
790
| – | – | 0.01% | 346 |
|
|
2022
Q3 | $24K | Hold |
790
| – | – | ﹤0.01% | 336 |
|
|
2022
Q2 | $25K | Buy |
+790
| New | +$25K | ﹤0.01% | 330 |
|