Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $887K | Buy |
25,945
+10,715
| +70% | +$366K | 0.13% | 125 |
|
|
2022
Q3 | $462K | Sell |
15,230
-1,187
| -7% | -$36K | 0.15% | 106 |
|
|
2022
Q2 | $516K | Sell |
16,417
-3,559
| -18% | -$112K | 0.17% | 98 |
|
|
2022
Q1 | $765K | Buy |
+19,976
| New | +$765K | 0.21% | 80 |
|
|
2021
Q3 | $101K | Buy |
2,686
+135
| +5% | +$5.08K | 0.04% | 340 |
|
|
2021
Q2 | $94K | Buy |
2,551
+9
| +0.4% | +$332 | 0.04% | 347 |
|
|
2021
Q1 | $87K | Buy |
+2,542
| New | +$87K | 0.05% | 269 |
|