Palisade Asset 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
Q2 | – | Sell |
-244
| Closed | -$10.3K | – | 400 |
|
|
2024
Q1 | $10.3K | Sell |
244
-8,156
| -97% | -$344K | ﹤0.01% | 347 |
|
|
2023
Q4 | $316K | Buy |
+8,400
| New | +$316K | 0.03% | 174 |
|
|
2023
Q1 | – | Sell |
-28,415
| Closed | -$972K | – | 182 |
|
|
2022
Q4 | $972K | Buy |
+28,415
| New | +$972K | 0.11% | 121 |
|
|
2020
Q1 | – | Sell |
-15,540
| Closed | -$478K | – | 177 |
|
|
2019
Q4 | $478K | Buy |
+15,540
| New | +$478K | 0.07% | 133 |
|
|
2019
Q2 | – | Sell |
-96,324
| Closed | -$2.48M | – | 172 |
|
|
2019
Q1 | $2.48M | Buy |
96,324
+14,038
| +17% | +$361K | 0.39% | 67 |
|
|
2018
Q4 | $1.96M | Buy |
+82,286
| New | +$1.96M | 0.29% | 70 |
|