Fairhaven 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
Q4 | $258K | Buy |
5,346
+559
| +12% | +$27K | 0.08% | 94 |
|
|
2024
Q3 | $217K | Buy |
+4,787
| New | +$217K | 0.07% | 111 |
|
|
2024
Q2 | – | Sell |
-4,783
| Closed | -$201K | – | 128 |
|
|
2024
Q1 | $201K | Buy |
+4,783
| New | +$201K | 0.07% | 115 |
|
|
2022
Q2 | – | Sell |
-5,625
| Closed | -$216K | – | 131 |
|
|
2022
Q1 | $216K | Buy |
5,625
+206
| +4% | +$7.91K | 0.09% | 110 |
|
|
2021
Q4 | $212K | Buy |
5,419
+5
| +0.1% | +$196 | 0.08% | 105 |
|
|
2021
Q3 | $203K | Buy |
+5,414
| New | +$203K | 0.08% | 107 |
|