Mirabella Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-82,800
| Closed | -$3.4M | – | 462 |
|
2024
Q2 | $3.4M | Sell |
82,800
-158,149
| -66% | -$6.5M | 0.25% | 53 |
|
2024
Q1 | $10.1M | Buy |
240,949
+178,669
| +287% | +$7.53M | 0.73% | 27 |
|
2023
Q4 | $2.34M | Sell |
62,280
-19,653
| -24% | -$739K | 0.31% | 71 |
|
2023
Q3 | $2.72M | Sell |
81,933
-47,924
| -37% | -$1.59M | 0.38% | 70 |
|
2023
Q2 | $4.38M | Buy |
+129,857
| New | +$4.38M | 0.48% | 61 |
|
2022
Q4 | – | Sell |
-153,835
| Closed | -$4.71M | – | 544 |
|
2022
Q3 | $4.71M | Sell |
153,835
-21,570
| -12% | -$661K | 0.49% | 30 |
|
2022
Q2 | $5.57M | Buy |
+175,405
| New | +$5.57M | 0.55% | 32 |
|
2021
Q4 | – | Sell |
-271,266
| Closed | -$10.2M | – | 629 |
|
2021
Q3 | $10.2M | Sell |
271,266
-13,114
| -5% | -$492K | 1.34% | 11 |
|
2021
Q2 | $10.4M | Buy |
+284,380
| New | +$10.4M | 1.87% | 4 |
|
2020
Q3 | – | Sell |
-13,160
| Closed | -$305K | – | 436 |
|
2020
Q2 | $305K | Buy |
+13,160
| New | +$305K | 0.07% | 120 |
|