Norwood Financial’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
Q1 | $175K | Hold |
4,150
| – | – | 0.25% | 77 |
|
|
2023
Q4 | $156K | Hold |
4,150
| – | – | 0.24% | 78 |
|
|
2023
Q3 | $138K | Hold |
4,150
| – | – | 0.22% | 82 |
|
|
2023
Q2 | $140K | Hold |
4,150
| – | – | 0.21% | 82 |
|
|
2023
Q1 | $133K | Buy |
4,150
+20
| +0.5% | +$643 | 0.21% | 82 |
|
|
2022
Q4 | $141K | Hold |
4,130
| – | – | 0.22% | 82 |
|
|
2022
Q3 | $125K | Hold |
4,130
| – | – | 0.22% | 82 |
|
|
2022
Q2 | $130K | Buy |
4,130
+125
| +3% | +$3.94K | 0.22% | 84 |
|
|
2022
Q1 | $153K | Sell |
4,005
-100
| -2% | -$3.82K | 0.22% | 78 |
|
|
2021
Q4 | $160K | Buy |
+4,105
| New | +$160K | 0.22% | 75 |
|