Sheets Smith Wealth Management’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 |
-400
| Closed | -$13.3K | – | 510 |
|
|
2023
Q3 | $13.3K | Buy |
+400
| New | +$13.3K | ﹤0.01% | 443 |
|
|
2018
Q4 | – | Sell |
-17,670
| Closed | -$487K | – | 325 |
|
|
2018
Q3 | $487K | Sell |
17,670
-1,660
| -9% | -$45.8K | 0.1% | 221 |
|
|
2018
Q2 | $514K | Sell |
19,330
-20,916
| -52% | -$556K | 0.12% | 183 |
|
|
2018
Q1 | $1.11M | Sell |
40,246
-548
| -1% | -$15.1K | 0.27% | 100 |
|
|
2017
Q4 | $1.14M | Buy |
40,794
+1,212
| +3% | +$33.8K | 0.27% | 103 |
|
|
2017
Q3 | $1.02M | Buy |
+39,582
| New | +$1.02M | 0.26% | 106 |
|