Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $40K | Sell |
838
-6,159
| -88% | -$294K | 0.03% | 231 |
|
|
2024
Q3 | $317K | Sell |
6,997
-2,168
| -24% | -$98.2K | 0.09% | 185 |
|
|
2024
Q2 | $376K | Sell |
9,165
-4,087
| -31% | -$168K | 0.11% | 162 |
|
|
2024
Q1 | $558K | Buy |
13,252
+809
| +7% | +$34.1K | 0.17% | 127 |
|
|
2023
Q4 | $467K | Buy |
12,443
+3,318
| +36% | +$125K | 0.15% | 127 |
|
|
2023
Q3 | $303K | Buy |
+9,125
| New | +$303K | 0.11% | 162 |
|
|
2023
Q1 | $370K | Buy |
+11,514
| New | +$370K | 0.14% | 142 |
|
|
2022
Q4 | – | Sell |
-13,317
| Closed | -$404K | – | 1183 |
|
|
2022
Q3 | $404K | Sell |
13,317
-1,419
| -10% | -$43K | 0.17% | 128 |
|
|
2022
Q2 | $463K | Buy |
14,736
+189
| +1% | +$5.94K | 0.21% | 119 |
|
|
2022
Q1 | $557K | Sell |
14,547
-365
| -2% | -$14K | 0.22% | 111 |
|
|
2021
Q4 | $582K | Buy |
+14,912
| New | +$582K | 0.22% | 114 |
|