Family Asset 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 | $3.18M | Buy |
70,170
+51,063
| +267% | +$2.31M | 1.91% | 12 |
|
|
2024
Q2 | $785K | Buy |
19,107
+11,502
| +151% | +$473K | 0.51% | 51 |
|
|
2024
Q1 | $320K | Buy |
7,605
+190
| +3% | +$8K | 0.2% | 85 |
|
|
2023
Q4 | $279K | Buy |
7,415
+1,471
| +25% | +$55.3K | 0.19% | 87 |
|
|
2023
Q3 | $197K | Sell |
5,944
-1,054
| -15% | -$35K | 0.15% | 98 |
|
|
2023
Q2 | $236K | Sell |
6,998
-963
| -12% | -$32.5K | 0.16% | 93 |
|
|
2023
Q1 | $256K | Sell |
7,961
-207
| -3% | -$6.66K | 0.19% | 87 |
|
|
2022
Q4 | $279K | Buy |
+8,168
| New | +$279K | 0.23% | 73 |
|