Horizon Family Wealth’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
Q3 | – | Sell |
-16,004
| Closed | -$540K | – | 68 |
|
|
2023
Q2 | $540K | Sell |
16,004
-1,960
| -11% | -$66.1K | 0.52% | 28 |
|
|
2023
Q1 | $578K | Buy |
17,964
+1,447
| +9% | +$46.5K | 0.61% | 25 |
|
|
2022
Q4 | $565K | Buy |
16,517
+338
| +2% | +$11.6K | 0.65% | 28 |
|
|
2022
Q3 | $491K | Buy |
16,179
+807
| +5% | +$24.5K | 0.6% | 32 |
|
|
2022
Q2 | $483K | Buy |
+15,372
| New | +$483K | 0.56% | 33 |
|