Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.11M | Buy |
66,956
+390
| +0.6% | +$12.3K | 1.38% | 24 |
|
|
2022
Q1 | $2.55M | Buy |
66,566
+565
| +0.9% | +$21.7K | 1.44% | 20 |
|
|
2021
Q4 | $2.58M | Buy |
66,001
+3,145
| +5% | +$123K | 1.41% | 23 |
|
|
2021
Q3 | $2.36M | Buy |
62,856
+5,917
| +10% | +$222K | 1.44% | 22 |
|
|
2021
Q2 | $2.09M | Buy |
56,939
+4,334
| +8% | +$159K | 1.27% | 25 |
|
|
2021
Q1 | $1.79M | Buy |
52,605
+3,775
| +8% | +$129K | 1.18% | 31 |
|
|
2020
Q4 | $1.44M | Buy |
48,830
+1,500
| +3% | +$44.2K | 1.06% | 33 |
|
|
2020
Q3 | $1.14M | Buy |
47,330
+6,500
| +16% | +$156K | 0.96% | 41 |
|
|
2020
Q2 | $945K | Buy |
40,830
+5,956
| +17% | +$138K | 0.88% | 45 |
|
|
2020
Q1 | $726K | Buy |
34,874
+2,802
| +9% | +$58.3K | 0.86% | 43 |
|
|
2019
Q4 | $986K | Buy |
+32,072
| New | +$986K | 0.85% | 44 |
|