IMA Advisory Services’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
Q2 | – | Sell |
-315
| Closed | -$10.1K | – | 326 |
|
|
2023
Q1 | $10.1K | Sell |
315
-250
| -44% | -$8.04K | ﹤0.01% | 241 |
|
|
2022
Q4 | $19.3K | Buy |
+565
| New | +$19.3K | 0.01% | 223 |
|
|
2018
Q3 | – | Sell |
-60
| Closed | -$2K | – | 473 |
|
|
2018
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 405 |
|
|
2015
Q3 | – | Sell |
-5,696
| Closed | -$122K | – | 174 |
|
|
2015
Q2 | $122K | Buy |
+5,696
| New | +$122K | 0.06% | 172 |
|
|
2013
Q3 | – | Sell |
-75,400
| Closed | -$1.29M | – | 176 |
|
|
2013
Q2 | $1.29M | Buy |
+75,400
| New | +$1.29M | 0.7% | 40 |
|