Planned Solutions’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
Q4 | – | Sell |
-3,190
| Closed | -$145K | – | 646 |
|
|
2024
Q3 | $145K | Buy |
+3,190
| New | +$145K | 0.06% | 152 |
|
|
2024
Q1 | – | Sell |
-3,190
| Closed | -$120K | – | 568 |
|
|
2023
Q4 | $120K | Buy |
+3,190
| New | +$120K | 0.06% | 157 |
|
|
2021
Q1 | – | Sell |
-1,930
| Closed | -$57K | – | 421 |
|
|
2020
Q4 | $57K | Hold |
1,930
| – | – | 0.05% | 177 |
|
|
2020
Q3 | $46K | Buy |
+1,930
| New | +$46K | 0.04% | 165 |
|