HAM
Harmony Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
9,320
+4,422
| +90% | +$232K | 0.18% | 113 |
|
|
2025
Q1 | $244K | Sell |
4,898
-1,100
| -18% | -$54.8K | 0.1% | 142 |
|
|
2024
Q4 | $290K | Sell |
5,998
-1,191
| -17% | -$57.6K | 0.11% | 139 |
|
|
2024
Q3 | $326K | Sell |
7,189
-1,070
| -13% | -$48.5K | 0.12% | 131 |
|
|
2024
Q2 | $340K | Sell |
8,259
-146
| -2% | -$6K | 0.14% | 116 |
|
|
2024
Q1 | $354K | Buy |
8,405
+1,059
| +14% | +$44.6K | 0.15% | 111 |
|
|
2023
Q4 | $276K | Buy |
+7,346
| New | +$276K | 0.12% | 114 |
|