MBA Advisors’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
Q1 | – | Sell |
-6,097
| Closed | -$209K | – | 133 |
|
|
2022
Q4 | $209K | Buy |
+6,097
| New | +$209K | 0.14% | 117 |
|
|
2022
Q2 | – | Sell |
-6,816
| Closed | -$261K | – | 153 |
|
|
2022
Q1 | $261K | Sell |
6,816
-535
| -7% | -$20.5K | 0.16% | 123 |
|
|
2021
Q4 | $287K | Sell |
7,351
-250
| -3% | -$9.76K | 0.18% | 120 |
|
|
2021
Q3 | $285K | Buy |
7,601
+63
| +0.8% | +$2.36K | 0.21% | 105 |
|
|
2021
Q2 | $277 | Sell |
7,538
-1,323
| -15% | -$49 | 0.13% | 109 |
|
|
2021
Q1 | $302 | Buy |
+8,861
| New | +$302 | 0.17% | 99 |
|