Frontier 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
2022
Q2
$437K Sell
13,890
-115
-0.8% -$3.62K 0.03% 257
2022
Q1
$523K Sell
14,005
-58,692
-81% -$2.19M 0.01% 244
2021
Q4
$2.84M Sell
72,697
-2,174
-3% -$84.9K 0.19% 97
2021
Q3
$2.81M Buy
74,871
+59,482
+387% +$2.23M 0.19% 92
2021
Q2
$565K Buy
+15,389
New +$565K 0.04% 250