Lloyd Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,637
| Closed | -$63K | – | 594 |
|
|
2022
Q1 | $63K | Buy |
1,637
+727
| +80% | +$28K | 0.03% | 208 |
|
|
2021
Q4 | $36K | Buy |
910
+1
| +0.1% | +$40 | 0.02% | 243 |
|
|
2021
Q3 | $34K | Sell |
909
-59
| -6% | -$2.21K | 0.02% | 198 |
|
|
2021
Q2 | $36K | Buy |
968
+234
| +32% | +$8.7K | 0.02% | 192 |
|
|
2021
Q1 | $25K | Hold |
734
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $22K | Hold |
734
| – | – | 0.01% | 173 |
|
|
2020
Q3 | $18K | Buy |
734
+707
| +2,619% | +$17.3K | 0.01% | 163 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 306 |
|
|
2020
Q1 | $1K | Sell |
27
-96
| -78% | -$3.56K | ﹤0.01% | 259 |
|
|
2019
Q4 | $4K | Buy |
+123
| New | +$4K | ﹤0.01% | 265 |
|