Halpern Financial’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 | $16.9K | Buy |
+375
| New | +$16.9K | ﹤0.01% | 138 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$5.63K | – | 307 |
|
|
2021
Q3 | $5.63K | Sell |
150
-401
| -73% | -$15.1K | ﹤0.01% | 208 |
|
|
2021
Q2 | $20.2K | Hold |
551
| – | – | 0.01% | 100 |
|
|
2021
Q1 | $18.8K | Buy |
+551
| New | +$18.8K | 0.01% | 100 |
|
|
2020
Q2 | – | Sell |
-1,616
| Closed | -$33.7K | – | 194 |
|
|
2020
Q1 | $33.7K | Hold |
1,616
| – | – | 0.03% | 55 |
|
|
2019
Q4 | $49.8K | Buy |
+1,616
| New | +$49.8K | 0.04% | 58 |
|