GYL Financial Synergies’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
Q3 | $2.89M | Sell |
63,878
-919
| -1% | -$41.6K | 0.22% | 98 |
|
|
2024
Q2 | $2.66M | Buy |
64,797
+2,059
| +3% | +$84.6K | 0.21% | 102 |
|
|
2024
Q1 | $2.64M | Sell |
62,738
-480
| -0.8% | -$20.2K | 0.21% | 100 |
|
|
2023
Q4 | $2.38M | Sell |
63,218
-500
| -0.8% | -$18.8K | 0.2% | 106 |
|
|
2023
Q3 | $2.11M | Buy |
63,718
+111
| +0.2% | +$3.68K | 0.21% | 105 |
|
|
2023
Q2 | $2.14M | Sell |
63,607
-782
| -1% | -$26.4K | 0.2% | 105 |
|
|
2023
Q1 | $2.07M | Buy |
64,389
+47,620
| +284% | +$1.53M | 0.25% | 84 |
|
|
2022
Q4 | $573K | Hold |
16,769
| – | – | 0.12% | 111 |
|
|
2022
Q3 | $509K | Sell |
16,769
-299
| -2% | -$9.08K | 0.14% | 99 |
|
|
2022
Q2 | $537K | Buy |
17,068
+561
| +3% | +$17.7K | 0.15% | 95 |
|
|
2022
Q1 | $633K | Sell |
16,507
-1,322
| -7% | -$50.7K | 0.15% | 87 |
|
|
2021
Q4 | $696K | Buy |
17,829
+251
| +1% | +$9.8K | 0.19% | 93 |
|
|
2021
Q3 | $660K | Buy |
17,578
+767
| +5% | +$28.8K | 0.34% | 70 |
|
|
2021
Q2 | $617K | Buy |
16,811
+1,101
| +7% | +$40.4K | 0.32% | 75 |
|
|
2021
Q1 | $535K | Buy |
15,710
+1,425
| +10% | +$48.5K | 0.29% | 85 |
|
|
2020
Q4 | $421K | Sell |
14,285
-547
| -4% | -$16.1K | 0.24% | 99 |
|
|
2020
Q3 | $357K | Sell |
14,832
-14,615
| -50% | -$352K | 0.23% | 108 |
|
|
2020
Q2 | $681K | Sell |
29,447
-9,514
| -24% | -$220K | 0.49% | 46 |
|
|
2020
Q1 | $811K | Buy |
38,961
+6,228
| +19% | +$130K | 0.52% | 38 |
|
|
2019
Q4 | $1.01M | Buy |
32,733
+1,808
| +6% | +$55.7K | 0.45% | 43 |
|
|
2019
Q3 | $866K | Buy |
30,925
+62
| +0.2% | +$1.74K | 0.43% | 45 |
|
|
2019
Q2 | $852K | Sell |
30,863
-619
| -2% | -$17.1K | 0.45% | 43 |
|
|
2019
Q1 | $809K | Sell |
31,482
-262
| -0.8% | -$6.73K | 0.45% | 46 |
|
|
2018
Q4 | $756K | Buy |
+31,744
| New | +$756K | 0.55% | 40 |
|