LFA
Level Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-623
| Closed | -$23.4K | – | 270 |
|
|
2023
Q4 | $23.4K | Hold |
623
| – | – | 0.01% | 153 |
|
|
2023
Q3 | $20.7K | Hold |
623
| – | – | 0.01% | 150 |
|
|
2023
Q2 | $21K | Hold |
623
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $20K | Hold |
623
| – | – | 0.01% | 133 |
|
|
2022
Q4 | $21K | Hold |
623
| – | – | 0.01% | 127 |
|
|
2022
Q3 | $19K | Hold |
623
| – | – | 0.01% | 142 |
|
|
2022
Q2 | $20K | Buy |
+623
| New | +$20K | 0.01% | 148 |
|