Harvey Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,740
| Closed | -$333K | – | 81 |
|
|
2022
Q4 | $333K | Sell |
9,740
-800
| -8% | -$27.4K | 0.14% | 67 |
|
|
2022
Q3 | $319K | Hold |
10,540
| – | – | 0.14% | 65 |
|
|
2022
Q2 | $331K | Hold |
10,540
| – | – | 0.13% | 66 |
|
|
2022
Q1 | $403K | Sell |
10,540
-5,400
| -34% | -$206K | 0.12% | 62 |
|
|
2021
Q4 | $622K | Hold |
15,940
| – | – | 0.19% | 57 |
|
|
2021
Q3 | $598K | Buy |
15,940
+50
| +0.3% | +$1.88K | 0.2% | 60 |
|
|
2021
Q2 | $583K | Buy |
15,890
+2,950
| +23% | +$108K | 0.19% | 60 |
|
|
2021
Q1 | $440K | Buy |
+12,940
| New | +$440K | 0.16% | 64 |
|