MRA Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,522
| Closed | -$216K | – | 140 |
|
|
2023
Q3 | $216K | Sell |
6,522
-28
| -0.4% | -$929 | 0.15% | 104 |
|
|
2023
Q2 | $221K | Buy |
6,550
+1
| +0% | +$34 | 0.15% | 113 |
|
|
2023
Q1 | $211K | Buy |
6,549
+1
| +0% | +$32 | 0.15% | 120 |
|
|
2022
Q4 | $224K | Buy |
6,548
+2
| +0% | +$68 | 0.18% | 91 |
|
|
2022
Q3 | $201K | Buy |
6,546
+1
| +0% | +$31 | 0.17% | 90 |
|
|
2022
Q2 | $206K | Buy |
6,545
+1
| +0% | +$31 | 0.18% | 92 |
|
|
2022
Q1 | $251K | Buy |
6,544
+1
| +0% | +$38 | 0.19% | 86 |
|
|
2021
Q4 | $256K | Sell |
6,543
-989
| -13% | -$38.7K | 0.2% | 93 |
|
|
2021
Q3 | $283K | Sell |
7,532
-4
| -0.1% | -$150 | 0.24% | 88 |
|
|
2021
Q2 | $277K | Buy |
7,536
+1,595
| +27% | +$58.6K | 0.24% | 91 |
|
|
2021
Q1 | $202K | Buy |
+5,941
| New | +$202K | 0.19% | 100 |
|