Neville Rodie & Shaw’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,500
| Closed | -$236K | – | 253 |
|
|
2022
Q2 | $236K | Sell |
7,500
-530
| -7% | -$16.7K | 0.02% | 237 |
|
|
2022
Q1 | $307K | Sell |
8,030
-400
| -5% | -$15.3K | 0.02% | 226 |
|
|
2021
Q4 | $329K | Hold |
8,430
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $316K | Sell |
8,430
-1,735
| -17% | -$65K | 0.02% | 217 |
|
|
2021
Q2 | $373K | Buy |
+10,165
| New | +$373K | 0.03% | 205 |
|