Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11
| Closed | -$366 | – | 812 |
|
|
2023
Q3 | $366 | Hold |
11
| – | – | ﹤0.01% | 705 |
|
|
2023
Q2 | $371 | Buy |
+11
| New | +$371 | ﹤0.01% | 670 |
|
|
2022
Q3 | – | Sell |
-143
| Closed | -$4.5K | – | 720 |
|
|
2022
Q2 | $4.5K | Hold |
143
| – | – | ﹤0.01% | 418 |
|
|
2022
Q1 | $5.48K | Hold |
143
| – | – | ﹤0.01% | 417 |
|
|
2021
Q4 | $5.58K | Hold |
143
| – | – | ﹤0.01% | 423 |
|
|
2021
Q3 | $5.37K | Sell |
143
-5,104
| -97% | -$192K | ﹤0.01% | 407 |
|
|
2021
Q2 | $143K | Buy |
5,247
+4,871
| +1,295% | +$133K | 0.01% | 332 |
|
|
2021
Q1 | $12.8K | Hold |
376
| – | – | 0.01% | 270 |
|
|
2020
Q4 | $11.1K | Hold |
376
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $9.05K | Hold |
376
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $8.7K | Hold |
376
| – | – | 0.01% | 266 |
|
|
2020
Q1 | $7.83K | Hold |
376
| – | – | 0.01% | 240 |
|
|
2019
Q4 | $11.6K | Hold |
376
| – | – | 0.01% | 220 |
|
|
2019
Q3 | $10.5K | Hold |
376
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $10.4K | Hold |
376
| – | – | 0.01% | 220 |
|
|
2019
Q1 | $9.67K | Buy |
+376
| New | +$9.67K | 0.01% | 224 |
|