Paladin Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93
| Closed | -$3.14K | – | 270 |
|
|
2023
Q2 | $3.14K | Hold |
93
| – | – | ﹤0.01% | 246 |
|
|
2023
Q1 | $2.99K | Buy |
+93
| New | +$2.99K | ﹤0.01% | 245 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 267 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 273 |
|
|
2022
Q2 | – | Sell |
-5,937
| Closed | -$226K | – | 274 |
|
|
2022
Q1 | $226K | Buy |
+5,937
| New | +$226K | 0.18% | 91 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 265 |
|