MAWCM
Mine & Arao Wealth Creation & Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,396
| Closed | -$58.8K | – | 371 |
|
|
2024
Q1 | $58.8K | Buy |
1,396
+1
| +0.1% | +$42 | 0.03% | 136 |
|
|
2023
Q4 | $52.4K | Buy |
1,395
+2
| +0.1% | +$75 | 0.03% | 140 |
|
|
2023
Q3 | $46.2K | Buy |
1,393
+1
| +0.1% | +$33 | 0.03% | 137 |
|
|
2023
Q2 | $46.9K | Sell |
1,392
-4
| -0.3% | -$135 | 0.03% | 142 |
|
|
2023
Q1 | $44.9K | Buy |
1,396
+2
| +0.1% | +$64 | 0.03% | 148 |
|
|
2022
Q4 | $47.7K | Buy |
1,394
+1
| +0.1% | +$34 | 0.04% | 141 |
|
|
2022
Q3 | $42K | Buy |
1,393
+2
| +0.1% | +$60 | 0.03% | 141 |
|
|
2022
Q2 | $44K | Buy |
1,391
+275
| +25% | +$8.7K | 0.03% | 142 |
|
|
2022
Q1 | $43K | Hold |
1,116
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $44K | Hold |
1,116
| – | – | 0.02% | 155 |
|
|
2021
Q3 | $42K | Hold |
1,116
| – | – | 0.03% | 155 |
|
|
2021
Q2 | $41K | Hold |
1,116
| – | – | 0.02% | 156 |
|
|
2021
Q1 | $38K | Hold |
1,116
| – | – | 0.03% | 151 |
|
|
2020
Q4 | $33K | Hold |
1,116
| – | – | 0.02% | 149 |
|
|
2020
Q3 | $27K | Hold |
1,116
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $26K | Hold |
1,116
| – | – | 0.02% | 143 |
|
|
2020
Q1 | $23K | Hold |
1,116
| – | – | 0.03% | 141 |
|
|
2019
Q4 | $34K | Buy |
+1,116
| New | +$34K | 0.03% | 142 |
|