Lowery Thomas LLC’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
Q4
Sell
-42,860
Closed -$1.3M 42
2022
Q3
$1.3M Sell
42,860
-1,192
-3% -$36.2K 1.52% 22
2022
Q2
$1.39M Sell
44,052
-73,535
-63% -$2.31M 1.32% 24
2022
Q1
$4.51M Buy
117,587
+15,841
+16% +$607K 3.5% 11
2021
Q4
$3.97M Buy
+101,746
New +$3.97M 2.74% 15