Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,546
| Closed | -$237K | – | 42 |
|
|
2022
Q2 | $237K | Sell |
7,546
-1,877
| -20% | -$59K | 0.29% | 40 |
|
|
2022
Q1 | $361K | Buy |
9,423
+493
| +6% | +$18.9K | 0.27% | 37 |
|
|
2021
Q4 | $349K | Buy |
8,930
+1,421
| +19% | +$55.5K | 0.24% | 34 |
|
|
2021
Q3 | $282K | Buy |
7,509
+408
| +6% | +$15.3K | 0.19% | 34 |
|
|
2021
Q2 | $261K | Buy |
+7,101
| New | +$261K | 0.17% | 36 |
|