Northwest Wealth Management’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 |
-10,934
| Closed | -$449K | – | 177 |
|
|
2024
Q2 | $449K | Buy |
10,934
+595
| +6% | +$24.5K | 0.12% | 97 |
|
|
2024
Q1 | $435K | Buy |
+10,339
| New | +$435K | 0.12% | 100 |
|
|
2019
Q2 | – | Sell |
-1,535
| Closed | -$39K | – | 481 |
|
|
2019
Q1 | $39K | Buy |
1,535
+2
| +0.1% | +$51 | 0.03% | 240 |
|
|
2018
Q4 | $37K | Buy |
1,533
+102
| +7% | +$2.46K | 0.03% | 225 |
|
|
2018
Q3 | $39K | Buy |
1,431
+1
| +0.1% | +$27 | 0.03% | 230 |
|
|
2018
Q2 | $38K | Buy |
1,430
+1
| +0.1% | +$27 | 0.03% | 239 |
|
|
2018
Q1 | $39K | Buy |
+1,429
| New | +$39K | 0.03% | 239 |
|