FirstPurpose Wealth’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
Q1 | $821K | Hold |
20,078
| – | – | 0.3% | 64 |
|
|
2023
Q4 | $755K | Sell |
20,078
-22
| -0.1% | -$827 | 0.29% | 63 |
|
|
2023
Q3 | $667K | Hold |
20,100
| – | – | 0.29% | 63 |
|
|
2023
Q2 | $678K | Hold |
20,100
| – | – | 0.29% | 59 |
|
|
2023
Q1 | $646K | Hold |
20,100
| – | – | 0.32% | 60 |
|
|
2022
Q4 | $687K | Hold |
20,100
| – | – | 0.38% | 49 |
|
|
2022
Q3 | $610K | Hold |
20,100
| – | – | 0.4% | 49 |
|
|
2022
Q2 | $632K | Hold |
20,100
| – | – | 0.42% | 45 |
|
|
2022
Q1 | $770K | Hold |
20,100
| – | – | 0.6% | 34 |
|
|
2021
Q4 | $785K | Buy |
+20,100
| New | +$785K | 0.49% | 37 |
|