Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $45.6K | Hold |
1,110
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $46.8K | Hold |
1,110
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $41.7K | Buy |
1,110
+1
| +0.1% | +$38 | 0.01% | 416 |
|
|
2023
Q3 | $36.8K | Sell |
1,109
-50
| -4% | -$1.66K | 0.01% | 414 |
|
|
2023
Q2 | $39.1K | Hold |
1,159
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $38.1K | Sell |
1,159
-5
| -0.4% | -$164 | 0.01% | 346 |
|
|
2022
Q4 | $41.7K | Buy |
1,164
+6
| +0.5% | +$215 | 0.01% | 346 |
|
|
2022
Q3 | $36K | Buy |
1,158
+57
| +5% | +$1.77K | 0.01% | 358 |
|
|
2022
Q2 | $37K | Hold |
1,101
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $42K | Sell |
1,101
-50
| -4% | -$1.91K | 0.01% | 333 |
|
|
2021
Q4 | $45K | Buy |
1,151
+901
| +360% | +$35.2K | 0.01% | 326 |
|
|
2021
Q3 | $9K | Buy |
250
+200
| +400% | +$7.2K | ﹤0.01% | 596 |
|
|
2021
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 794 |
|
|
2020
Q3 | – | Sell |
-75
| Closed | -$2K | – | 733 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 310 |
|
|
2020
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 136 |
|
|
2019
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 138 |
|
|
2019
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 140 |
|
|
2019
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 167 |
|
|
2019
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 144 |
|
|
2018
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 143 |
|