Sage 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
Q4 | – | Sell |
-1,138
| Closed | -$35K | – | 186 |
|
|
2022
Q3 | $35K | Buy |
1,138
+6
| +0.5% | +$185 | 0.05% | 94 |
|
|
2022
Q2 | $36K | Buy |
1,132
+6
| +0.5% | +$191 | 0.05% | 91 |
|
|
2022
Q1 | $43K | Buy |
1,126
+5
| +0.4% | +$191 | 0.04% | 91 |
|
|
2021
Q4 | $43K | Buy |
1,121
+4
| +0.4% | +$153 | 0.05% | 90 |
|
|
2021
Q3 | $42K | Buy |
1,117
+5
| +0.4% | +$188 | 0.06% | 89 |
|
|
2021
Q2 | $41K | Buy |
1,112
+4
| +0.4% | +$147 | 0.06% | 92 |
|
|
2021
Q1 | $38K | Buy |
1,108
+5
| +0.5% | +$171 | 0.07% | 97 |
|
|
2020
Q4 | $33K | Buy |
+1,103
| New | +$33K | 0.09% | 91 |
|