Gratus Capital’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
$1.11M Buy
27,076
+1,080
+4% +$44.4K 0.04% 167
2024
Q1
$1.09M Buy
25,996
+19,996
+333% +$842K 0.05% 160
2023
Q4
$226K Buy
+6,000
New +$226K 0.01% 239
2023
Q3
Sell
-6,000
Closed -$202K 256
2023
Q2
$202K Buy
+6,000
New +$202K 0.01% 216