Menard Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-65
| Closed | -$3.14K | – | 315 |
|
|
2024
Q4 | $3.14K | Buy |
+65
| New | +$3.14K | ﹤0.01% | 265 |
|
|
2022
Q2 | – | Sell |
-11,527
| Closed | -$442K | – | 131 |
|
|
2022
Q1 | $442K | Buy |
11,527
+2,357
| +26% | +$90.4K | 0.44% | 77 |
|
|
2021
Q4 | $358K | Buy |
+9,170
| New | +$358K | 0.29% | 99 |
|
|
2020
Q1 | – | Sell |
-19,971
| Closed | -$615K | – | 121 |
|
|
2019
Q4 | $615K | Buy |
+19,971
| New | +$615K | 0.59% | 52 |
|