Financial Synergies Wealth Advisors’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 |
-672
| Closed | -$28.3K | – | 488 |
|
|
2024
Q1 | $28.3K | Buy |
672
+15
| +2% | +$631 | ﹤0.01% | 165 |
|
|
2023
Q4 | $22.5K | Sell |
657
-9
| -1% | -$308 | ﹤0.01% | 132 |
|
|
2023
Q3 | $22.1K | Buy |
666
+3
| +0.5% | +$99 | ﹤0.01% | 164 |
|
|
2023
Q2 | $22.3K | Buy |
663
+3
| +0.5% | +$101 | ﹤0.01% | 155 |
|
|
2023
Q1 | $21.2K | Buy |
660
+3
| +0.5% | +$96 | ﹤0.01% | 170 |
|
|
2022
Q4 | $22.5K | Buy |
657
+5
| +0.8% | +$171 | ﹤0.01% | 132 |
|
|
2022
Q3 | $19.8K | Buy |
652
+3
| +0.5% | +$91 | ﹤0.01% | 126 |
|
|
2022
Q2 | $20.4K | Buy |
+649
| New | +$20.4K | ﹤0.01% | 134 |
|