New England Guild Wealth Advisors’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
Q4 | $572K | Buy |
16,720
+5
| +0% | +$171 | 0.3% | 44 |
|
|
2022
Q3 | $507K | Sell |
16,715
-11,610
| -41% | -$352K | 0.31% | 44 |
|
|
2022
Q2 | $891K | Sell |
28,325
-3,307
| -10% | -$104K | 0.55% | 37 |
|
|
2022
Q1 | $1.21M | Buy |
31,632
+31
| +0.1% | +$1.19K | 0.64% | 33 |
|
|
2021
Q4 | $1.23M | Buy |
31,601
+3,412
| +12% | +$133K | 0.62% | 35 |
|
|
2021
Q3 | $1.06M | Buy |
28,189
+14,408
| +105% | +$541K | 0.56% | 36 |
|
|
2021
Q2 | $506K | Buy |
13,781
+2,061
| +18% | +$75.7K | 0.27% | 42 |
|
|
2021
Q1 | $399K | Buy |
11,720
+728
| +7% | +$24.8K | 0.22% | 42 |
|
|
2020
Q4 | $324K | Buy |
+10,992
| New | +$324K | 0.19% | 45 |
|