MA Private Wealth’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
Q1 | – | Sell |
-8,013
| Closed | -$313K | – | 93 |
|
|
2021
Q4 | $313K | Sell |
8,013
-331
| -4% | -$12.9K | 0.06% | 75 |
|
|
2021
Q3 | $313K | Buy |
8,344
+793
| +11% | +$29.7K | 0.06% | 71 |
|
|
2021
Q2 | $277K | Buy |
7,551
+43
| +0.6% | +$1.58K | 0.06% | 76 |
|
|
2021
Q1 | $256K | Sell |
7,508
-788
| -9% | -$26.9K | 0.05% | 78 |
|
|
2020
Q4 | $245K | Sell |
8,296
-312,615
| -97% | -$9.23M | 0.06% | 63 |
|
|
2020
Q3 | $7.72M | Buy |
320,911
+9,352
| +3% | +$225K | 1.82% | 18 |
|
|
2020
Q2 | $7.21M | Buy |
+311,559
| New | +$7.21M | 1.8% | 18 |
|