MSWM
Mader & Shannon Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93,642
| Closed | -$3.16M | – | 18 |
|
|
2023
Q2 | $3.16M | Buy |
93,642
+1,288
| +1% | +$43.4K | 1.95% | 17 |
|
|
2023
Q1 | $2.97M | Sell |
92,354
-1,646
| -2% | -$52.9K | 1.96% | 16 |
|
|
2022
Q4 | $3.22M | Buy |
+94,000
| New | +$3.22M | 2.13% | 14 |
|
|
2017
Q2 | – | Sell |
-320,021
| Closed | -$7.59M | – | 21 |
|
|
2017
Q1 | $7.59M | Buy |
+320,021
| New | +$7.59M | 5.45% | 7 |
|
|
2015
Q1 | – | Sell |
-302,182
| Closed | -$7.47M | – | 32 |
|
|
2014
Q4 | $7.47M | Buy |
+302,182
| New | +$7.47M | 5.03% | 5 |
|