Investors Financial Group’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
Q1 | – | Sell |
-57,830
| Closed | -$2.26M | – | 196 |
|
|
2021
Q4 | $2.26M | Sell |
57,830
-1,002
| -2% | -$39.1K | 1.05% | 18 |
|
|
2021
Q3 | $2.21M | Buy |
58,832
+6,341
| +12% | +$238K | 1.17% | 17 |
|
|
2021
Q2 | $1.93M | Buy |
52,491
+1,615
| +3% | +$59.3K | 1.03% | 16 |
|
|
2021
Q1 | $1.73M | Buy |
50,876
+5,856
| +13% | +$199K | 1.01% | 21 |
|
|
2020
Q4 | $1.33M | Sell |
45,020
-2,110
| -4% | -$62.2K | 0.88% | 24 |
|
|
2020
Q3 | $1.13M | Sell |
47,130
-4,736
| -9% | -$114K | 0.85% | 27 |
|
|
2020
Q2 | $1.2M | Sell |
51,866
-1,182
| -2% | -$27.3K | 0.99% | 25 |
|
|
2020
Q1 | $1.1M | Sell |
53,048
-11,928
| -18% | -$248K | 1.12% | 25 |
|
|
2019
Q4 | $2M | Buy |
+64,976
| New | +$2M | 1.63% | 13 |
|