St. Louis Financial Planners Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-37,171
| Closed | -$1.53M | – | 42 |
|
2024
Q2 | $1.53M | Buy |
+37,171
| New | +$1.53M | 1.32% | 30 |
|
2024
Q1 | – | Sell |
-39,399
| Closed | -$1.48M | – | 45 |
|
2023
Q4 | $1.48M | Buy |
+39,399
| New | +$1.48M | 1.38% | 30 |
|
2023
Q2 | – | Sell |
-38,147
| Closed | -$1.23M | – | 44 |
|
2023
Q1 | $1.23M | Buy |
+38,147
| New | +$1.23M | 1.39% | 33 |
|