Novak Financial Planning’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
2021
Q2
$2.52M Sell
68,727
-793
-1% -$29.1K 1.23% 23
2021
Q1
$2.37M Buy
69,520
+175
+0.3% +$5.96K 1.3% 24
2020
Q4
$2.04M Buy
+69,345
New +$2.04M 1.2% 26