Indie Asset Partners’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 |
-6,441
| Closed | -$247K | – | 127 |
|
|
2022
Q1 | $247K | Sell |
6,441
-1,000
| -13% | -$38.3K | 0.19% | 110 |
|
|
2021
Q4 | $291K | Sell |
7,441
-450
| -6% | -$17.6K | 0.21% | 96 |
|
|
2021
Q3 | $296K | Sell |
7,891
-76
| -1% | -$2.85K | 0.24% | 89 |
|
|
2021
Q2 | $292K | Sell |
7,967
-924
| -10% | -$33.9K | 0.24% | 85 |
|
|
2021
Q1 | $303K | Sell |
8,891
-3,725
| -30% | -$127K | 0.34% | 79 |
|
|
2020
Q4 | $372K | Sell |
12,616
-2,400
| -16% | -$70.8K | 0.43% | 60 |
|
|
2020
Q3 | $361K | Sell |
15,016
-400
| -3% | -$9.62K | 0.45% | 57 |
|
|
2020
Q2 | $386K | Sell |
15,416
-6,175
| -29% | -$155K | 0.48% | 52 |
|
|
2020
Q1 | $450K | Sell |
21,591
-3,850
| -15% | -$80.2K | 0.56% | 40 |
|
|
2019
Q4 | $783K | Buy |
+25,441
| New | +$783K | 0.83% | 26 |
|