SHJ
Sharkey, Howes & Javer’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
9,042
+1,200
| +15% | +$62.8K | 0.06% | 113 |
|
|
2025
Q1 | $391K | Hold |
7,842
| – | – | 0.06% | 115 |
|
|
2024
Q4 | $379K | Hold |
7,842
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $355K | Buy |
+7,842
| New | +$355K | 0.05% | 112 |
|
|
2019
Q3 | – | Sell |
-8,659
| Closed | -$676K | – | 185 |
|
|
2019
Q2 | $676K | Hold |
8,659
| – | – | 0.31% | 34 |
|
|
2019
Q1 | $641K | Hold |
8,659
| – | – | 0.3% | 36 |
|
|
2018
Q4 | $537K | Hold |
8,659
| – | – | 0.35% | 29 |
|
|
2018
Q3 | $652K | Hold |
8,659
| – | – | 0.34% | 26 |
|
|
2018
Q2 | $602K | Hold |
8,659
| – | – | 0.33% | 24 |
|
|
2018
Q1 | $566K | Hold |
8,659
| – | – | 0.32% | 22 |
|
|
2017
Q4 | $554K | Hold |
8,659
| – | – | 0.32% | 21 |
|
|
2017
Q3 | $521K | Hold |
8,659
| – | – | 0.27% | 20 |
|
|
2017
Q2 | $474K | Sell |
8,659
-2,778
| -24% | -$152K | 0.27% | 21 |
|
|
2017
Q1 | $602K | Hold |
11,437
| – | – | 0.32% | 17 |
|
|
2016
Q4 | $546K | Hold |
11,437
| – | – | 0.33% | 20 |
|
|
2016
Q3 | $539K | Hold |
11,437
| – | – | 0.33% | 20 |
|
|
2016
Q2 | $491K | Hold |
11,437
| – | – | 0.31% | 21 |
|
|
2016
Q1 | $502K | Hold |
11,437
| – | – | 0.37% | 22 |
|
|
2015
Q4 | $485K | Sell |
11,437
-6,426
| -36% | -$273K | 0.34% | 23 |
|
|
2015
Q3 | $718K | Buy |
+17,863
| New | +$718K | 0.55% | 19 |
|