GGM 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
Q1 | – | Sell |
-11,500
| Closed | -$444K | – | 150 |
|
|
2023
Q4 | $444K | Hold |
11,500
| – | – | 0.18% | 90 |
|
|
2023
Q3 | $381K | Hold |
11,500
| – | – | 0.17% | 90 |
|
|
2023
Q2 | $393K | Hold |
11,500
| – | – | 0.16% | 91 |
|
|
2023
Q1 | $369K | Hold |
11,500
| – | – | 0.21% | 50 |
|
|
2022
Q4 | $407K | Hold |
11,500
| – | – | 0.21% | 80 |
|
|
2022
Q3 | $379K | Hold |
11,500
| – | – | 0.2% | 85 |
|
|
2022
Q2 | $363K | Hold |
11,500
| – | – | 0.2% | 86 |
|
|
2022
Q1 | $432K | Buy |
+11,500
| New | +$432K | 0.22% | 85 |
|