ICA Group Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $256K | Sell |
6,233
-11,351
| -65% | -$467K | 0.15% | 87 |
|
|
2024
Q1 | $741K | Buy |
17,584
+1,474
| +9% | +$62.1K | 0.15% | 126 |
|
|
2023
Q4 | $606K | Buy |
16,110
+1,195
| +8% | +$44.9K | 0.14% | 136 |
|
|
2023
Q3 | $495K | Buy |
14,915
+841
| +6% | +$27.9K | 0.14% | 139 |
|
|
2023
Q2 | $474K | Buy |
14,074
+1,693
| +14% | +$57.1K | 0.12% | 138 |
|
|
2023
Q1 | $398K | Sell |
12,381
-34,898
| -74% | -$1.12M | 0.09% | 172 |
|
|
2022
Q4 | $1.62M | Buy |
47,279
+28,053
| +146% | +$959K | 0.38% | 63 |
|
|
2022
Q3 | $584K | Buy |
19,226
+432
| +2% | +$13.1K | 0.12% | 169 |
|
|
2022
Q2 | $657K | Sell |
18,794
-764
| -4% | -$26.7K | 0.12% | 162 |
|
|
2022
Q1 | $684K | Buy |
+19,558
| New | +$684K | 0.13% | 157 |
|