Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,047
| Closed | -$484K | – | 288 |
|
|
2023
Q1 | $484K | Sell |
15,047
-1,136
| -7% | -$36.5K | 0.06% | 210 |
|
|
2022
Q4 | $553K | Hold |
16,183
| – | – | 0.08% | 201 |
|
|
2022
Q3 | $491K | Sell |
16,183
-353
| -2% | -$10.7K | 0.07% | 202 |
|
|
2022
Q2 | $520K | Buy |
16,536
+753
| +5% | +$23.7K | 0.08% | 208 |
|
|
2022
Q1 | $605K | Sell |
15,783
-1
| -0% | -$38 | 0.08% | 212 |
|
|
2021
Q4 | $616K | Sell |
15,784
-75
| -0.5% | -$2.93K | 0.08% | 214 |
|
|
2021
Q3 | $595K | Buy |
15,859
+1,542
| +11% | +$57.9K | 0.08% | 189 |
|
|
2021
Q2 | $526K | Buy |
14,317
+76
| +0.5% | +$2.79K | 0.07% | 177 |
|
|
2021
Q1 | $485K | Sell |
14,241
-2,571
| -15% | -$87.6K | 0.07% | 178 |
|
|
2020
Q4 | $496K | Buy |
16,812
+3,707
| +28% | +$109K | 0.08% | 174 |
|
|
2020
Q3 | $315K | Hold |
13,105
| – | – | 0.06% | 200 |
|
|
2020
Q2 | $304K | Hold |
13,105
| – | – | 0.06% | 192 |
|
|
2020
Q1 | $272K | Hold |
13,105
| – | – | 0.07% | 184 |
|
|
2019
Q4 | $403K | Buy |
+13,105
| New | +$403K | 0.08% | 184 |
|