Intersect Capital’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
$204K Sell
6,493
-11,280
-63% -$354K 0.06% 324
2022
Q1
$681K Buy
17,773
+1,106
+7% +$42.4K 0.13% 153
2021
Q4
$651K Buy
16,667
+1,225
+8% +$47.8K 0.12% 153
2021
Q3
$580K Buy
15,442
+1,549
+11% +$58.2K 0.1% 167
2021
Q2
$510K Buy
13,893
+1,680
+14% +$61.7K 0.09% 177
2021
Q1
$416K Buy
+12,213
New +$416K 0.08% 192
2015
Q1
Sell
-547
Closed -$12K 487
2014
Q4
$12K Buy
+547
New +$12K 0.01% 328