Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,395
| Closed | -$283K | – | 250 |
|
|
2022
Q1 | $283K | Hold |
7,395
| – | – | 0.07% | 179 |
|
|
2021
Q4 | $289K | Buy |
7,395
+203
| +3% | +$7.93K | 0.07% | 183 |
|
|
2021
Q3 | $270K | Hold |
7,192
| – | – | 0.07% | 188 |
|
|
2021
Q2 | $264K | Sell |
7,192
-922
| -11% | -$33.8K | 0.06% | 186 |
|
|
2021
Q1 | $276K | Buy |
+8,114
| New | +$276K | 0.08% | 156 |
|