PMIA
Patrick Mauro Investment Advisor’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,094
| Closed | -$534K | – | 43 |
|
|
2023
Q3 | $534K | Sell |
16,094
-2,958
| -16% | -$98.1K | 0.35% | 37 |
|
|
2023
Q2 | $642K | Sell |
19,052
-10,871
| -36% | -$366K | 0.4% | 37 |
|
|
2023
Q1 | $962K | Sell |
29,923
-1,095
| -4% | -$35.2K | 0.6% | 34 |
|
|
2022
Q4 | $1.06M | Buy |
31,018
+364
| +1% | +$12.4K | 0.69% | 35 |
|
|
2022
Q3 | $931K | Buy |
+30,654
| New | +$931K | 0.67% | 35 |
|