Oxler Private Wealth’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
Q2 | – | Sell |
-9,826
| Closed | -$414K | – | 88 |
|
|
2024
Q1 | $414K | Sell |
9,826
-230
| -2% | -$9.69K | 0.16% | 65 |
|
|
2023
Q4 | $378K | Buy |
10,056
+57
| +0.6% | +$2.14K | 0.31% | 49 |
|
|
2023
Q3 | $332K | Sell |
9,999
-1,960
| -16% | -$65.1K | 0.17% | 75 |
|
|
2023
Q2 | $403K | Sell |
11,959
-606
| -5% | -$20.4K | 0.19% | 74 |
|
|
2023
Q1 | $404K | Buy |
12,565
+18
| +0.1% | +$579 | 0.2% | 75 |
|
|
2022
Q4 | $429K | Sell |
12,547
-66
| -0.5% | -$2.26K | 0.23% | 74 |
|
|
2022
Q3 | $392K | Sell |
12,613
-14,817
| -54% | -$461K | 0.22% | 77 |
|
|
2022
Q2 | $863K | Buy |
27,430
+52
| +0.2% | +$1.64K | 0.42% | 60 |
|
|
2022
Q1 | $1.05M | Buy |
27,378
+15,038
| +122% | +$576K | 0.47% | 56 |
|
|
2021
Q4 | $481K | Sell |
12,340
-150
| -1% | -$5.85K | 0.2% | 95 |
|
|
2021
Q3 | $468K | Buy |
12,490
+3,344
| +37% | +$125K | 0.21% | 95 |
|
|
2021
Q2 | $335K | Buy |
9,146
+197
| +2% | +$7.22K | 0.15% | 111 |
|
|
2021
Q1 | $304K | Buy |
8,949
+4,319
| +93% | +$147K | 0.15% | 103 |
|
|
2020
Q4 | $136K | Buy |
+4,630
| New | +$136K | 0.08% | 118 |
|