Parker Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24,062
| Closed | -$922K | – | 38 |
|
|
2022
Q1 | $922K | Sell |
24,062
-1,114
| -4% | -$42.7K | 0.09% | 22 |
|
|
2021
Q4 | $983K | Buy |
+25,176
| New | +$983K | 0.15% | 16 |
|
|
2019
Q3 | – | Sell |
-7,958
| Closed | -$220K | – | 42 |
|
|
2019
Q2 | $220K | Sell |
7,958
-1,056
| -12% | -$29.2K | 0.07% | 31 |
|
|
2019
Q1 | $232K | Buy |
9,014
+8
| +0.1% | +$206 | 0.07% | 32 |
|
|
2018
Q4 | $215K | Hold |
9,006
| – | – | 0.08% | 26 |
|
|
2018
Q3 | $248K | Hold |
9,006
| – | – | 0.08% | 24 |
|
|
2018
Q2 | $239K | Hold |
9,006
| – | – | 0.08% | 20 |
|
|
2018
Q1 | $248K | Hold |
9,006
| – | – | 0.09% | 20 |
|
|
2017
Q4 | $251K | Hold |
9,006
| – | – | 0.09% | 21 |
|
|
2017
Q3 | $233K | Hold |
9,006
| – | – | 0.1% | 20 |
|
|
2017
Q2 | $222K | Hold |
9,006
| – | – | 0.11% | 18 |
|
|
2017
Q1 | $214K | Hold |
9,006
| – | – | 0.11% | 19 |
|
|
2016
Q4 | $209K | Buy |
+9,006
| New | +$209K | 0.11% | 20 |
|