REDW Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,653
| Closed | -$221K | – | 155 |
|
|
2023
Q3 | $221K | Sell |
6,653
-4,292
| -39% | -$142K | 0.07% | 129 |
|
|
2023
Q2 | $369K | Sell |
10,945
-10,441
| -49% | -$352K | 0.11% | 102 |
|
|
2023
Q1 | $688K | Sell |
21,386
-2,694
| -11% | -$86.6K | 0.22% | 64 |
|
|
2022
Q4 | $824K | Sell |
24,080
-1,565
| -6% | -$53.5K | 0.28% | 48 |
|
|
2022
Q3 | $779K | Buy |
25,645
+9
| +0% | +$273 | 0.3% | 44 |
|
|
2022
Q2 | $806K | Buy |
25,636
+8,789
| +52% | +$276K | 0.3% | 43 |
|
|
2022
Q1 | $646K | Buy |
+16,847
| New | +$646K | 0.19% | 53 |
|