Stevard LLC’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
Q2 | – | Sell |
-15,319
| Closed | -$493K | – | 46 |
|
2023
Q1 | $493K | Hold |
15,319
| – | – | 0.46% | 29 |
|
2022
Q4 | $524K | Hold |
15,319
| – | – | 0.45% | 26 |
|
2022
Q3 | $465K | Buy |
+15,319
| New | +$465K | 0.44% | 33 |
|
2022
Q1 | $587K | Hold |
15,319
| – | – | 0.45% | 34 |
|
2021
Q4 | $598K | Buy |
15,319
+7,613
| +99% | +$297K | 0.42% | 32 |
|
2021
Q3 | $289K | Hold |
7,706
| – | – | 0.23% | 42 |
|
2021
Q2 | $283K | Buy |
+7,706
| New | +$283K | 0.22% | 42 |
|