Schneider Downs Wealth Management Advisors’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 |
-6,042
| Closed | -$200K | – | 127 |
|
|
2023
Q3 | $200K | Sell |
6,042
-2,852
| -32% | -$94.6K | 0.05% | 105 |
|
|
2023
Q2 | $300K | Hold |
8,894
| – | – | 0.07% | 87 |
|
|
2023
Q1 | $286K | Hold |
8,894
| – | – | 0.06% | 91 |
|
|
2022
Q4 | $304K | Buy |
+8,894
| New | +$304K | 0.07% | 90 |
|
|
2022
Q2 | – | Sell |
-6,328
| Closed | -$242K | – | 158 |
|
|
2022
Q1 | $242K | Hold |
6,328
| – | – | 0.06% | 130 |
|
|
2021
Q4 | $247K | Hold |
6,328
| – | – | 0.06% | 136 |
|
|
2021
Q3 | $237K | Hold |
6,328
| – | – | 0.06% | 129 |
|
|
2021
Q2 | $232K | Hold |
6,328
| – | – | 0.06% | 126 |
|
|
2021
Q1 | $215K | Buy |
+6,328
| New | +$215K | 0.05% | 129 |
|