Mid Atlantic Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.09M | Buy |
28,961
+2,009
| +7% | +$75.4K | 0.07% | 233 |
|
2021
Q2 | $989K | Buy |
26,952
+58
| +0.2% | +$2.13K | 0.07% | 255 |
|
2021
Q1 | $916K | Buy |
26,894
+554
| +2% | +$18.9K | 0.07% | 260 |
|
2020
Q4 | $777K | Buy |
26,340
+1,885
| +8% | +$55.6K | 0.06% | 289 |
|
2020
Q3 | $661K | Buy |
24,455
+3,278
| +15% | +$88.6K | 0.06% | 300 |
|
2020
Q2 | $490K | Sell |
21,177
-2,566
| -11% | -$59.4K | 0.05% | 340 |
|
2020
Q1 | $494K | Sell |
23,743
-11,733
| -33% | -$244K | 0.06% | 301 |
|
2019
Q4 | $1.09M | Sell |
35,476
-1,659
| -4% | -$51.1K | 0.1% | 195 |
|
2019
Q3 | $1.04M | Buy |
37,135
+6,077
| +20% | +$170K | 0.11% | 183 |
|
2019
Q2 | $857K | Buy |
31,058
+196
| +0.6% | +$5.41K | 0.09% | 242 |
|
2019
Q1 | $793K | Sell |
30,862
-1,680
| -5% | -$43.2K | 0.09% | 241 |
|
2018
Q4 | $775K | Buy |
+32,542
| New | +$775K | 0.1% | 213 |
|