Financial Gravity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.83K | Buy |
+97
| New | +$4.83K | ﹤0.01% | 723 |
|
|
2024
Q2 | $3.99K | Sell |
97
-1,827
| -95% | -$75.1K | ﹤0.01% | 638 |
|
|
2024
Q1 | $80.1K | Buy |
1,924
+50
| +3% | +$2.08K | 0.01% | 314 |
|
|
2023
Q4 | $64.8K | Buy |
1,874
+868
| +86% | +$30K | ﹤0.01% | 565 |
|
|
2023
Q3 | $32.2K | Buy |
+1,006
| New | +$32.2K | ﹤0.01% | 517 |
|
|
2023
Q2 | – | Sell |
-261
| Closed | -$8 | – | 1779 |
|
|
2023
Q1 | $8 | Buy |
+261
| New | +$8 | ﹤0.01% | 884 |
|
|
2022
Q2 | – | Sell |
-38
| Closed | -$62 | – | 855 |
|
|
2022
Q1 | $62 | Buy |
+38
| New | +$62 | ﹤0.01% | 639 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$38K | – | 1021 |
|
|
2021
Q3 | $38K | Buy |
+27
| New | +$38K | 0.02% | 656 |
|
|
2021
Q2 | – | Sell |
-1,792
| Closed | -$41.8K | – | 1061 |
|
|
2021
Q1 | $41.8K | Buy |
1,792
+129
| +8% | +$3.01K | 0.86% | 14 |
|
|
2020
Q4 | $49K | Buy |
+1,663
| New | +$49K | 0.04% | 87 |
|
|
2020
Q1 | – | Sell |
-1,299
| Closed | -$32K | – | 1401 |
|
|
2019
Q4 | $32K | Sell |
1,299
-337
| -21% | -$8.3K | 0.02% | 846 |
|
|
2019
Q3 | $46K | Buy |
1,636
+429
| +36% | +$12.1K | 0.04% | 306 |
|
|
2019
Q2 | $33K | Buy |
1,207
+1,038
| +614% | +$28.4K | 0.03% | 399 |
|
|
2019
Q1 | $4K | Buy |
+169
| New | +$4K | ﹤0.01% | 787 |
|
|
2018
Q3 | $4K | Sell |
169
-92
| -35% | -$2.18K | ﹤0.01% | 808 |
|
|
2018
Q2 | $7K | Sell |
261
-17,019
| -98% | -$456K | 0.01% | 668 |
|
|
2018
Q1 | $469K | Buy |
+17,280
| New | +$469K | 0.48% | 34 |
|