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