Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11.2M | Buy |
298,195
+138
| +0% | +$5.19K | 4.36% | 6 |
|
|
2023
Q3 | $9.89M | Buy |
298,057
+8,310
| +3% | +$276K | 4.44% | 7 |
|
|
2023
Q2 | $9.77M | Buy |
289,747
+164
| +0.1% | +$5.53K | 4.67% | 7 |
|
|
2023
Q1 | $9.31M | Buy |
289,583
+7,257
| +3% | +$233K | 4.41% | 7 |
|
|
2022
Q4 | $9.66M | Buy |
282,326
+16,185
| +6% | +$554K | 4.41% | 7 |
|
|
2022
Q3 | $8.08M | Sell |
266,141
-6,550
| -2% | -$199K | 4.95% | 4 |
|
|
2022
Q2 | $8.58M | Buy |
272,691
+33,976
| +14% | +$1.07M | 5.27% | 4 |
|
|
2022
Q1 | $9.15M | Buy |
+238,715
| New | +$9.15M | 5.69% | 4 |
|