HM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.17M | Sell |
71,554
-763
| -1% | -$23.2K | 1.3% | 17 |
|
|
2022
Q2 | $2.27M | Sell |
72,317
-39,031
| -35% | -$1.23M | 1.27% | 17 |
|
|
2022
Q1 | $4.27M | Buy |
111,348
+7,360
| +7% | +$282K | 1.55% | 10 |
|
|
2021
Q4 | $4.06M | Buy |
103,988
+409
| +0.4% | +$16K | 1.55% | 12 |
|
|
2021
Q3 | $3.89M | Sell |
103,579
-3,443
| -3% | -$129K | 1.69% | 9 |
|
|
2021
Q2 | $3.93M | Buy |
107,022
+2,547
| +2% | +$93.5K | 1.72% | 10 |
|
|
2021
Q1 | $3.56M | Buy |
104,475
+3,325
| +3% | +$113K | 1.65% | 11 |
|
|
2020
Q4 | $2.98M | Buy |
101,150
+61,357
| +154% | +$1.81M | 1.51% | 11 |
|
|
2020
Q3 | $958K | Buy |
+39,793
| New | +$958K | 0.58% | 18 |
|