Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.6K | Hold |
75
| – | – | ﹤0.01% | 594 |
|
|
2024
Q3 | $3.38K | Hold |
75
| – | – | ﹤0.01% | 596 |
|
|
2024
Q2 | $3.06K | Hold |
75
| – | – | ﹤0.01% | 560 |
|
|
2024
Q1 | $3.14K | Hold |
75
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $2.8K | Sell |
75
-582
| -89% | -$21.7K | ﹤0.01% | 583 |
|
|
2023
Q3 | $21.8K | Buy |
657
+3
| +0.5% | +$99 | 0.01% | 374 |
|
|
2023
Q2 | $22.1K | Buy |
654
+298
| +84% | +$10.1K | 0.01% | 376 |
|
|
2023
Q1 | $11.5K | Buy |
356
+1
| +0.3% | +$32 | ﹤0.01% | 456 |
|
|
2022
Q4 | $12.1K | Sell |
355
-236
| -40% | -$8.08K | ﹤0.01% | 473 |
|
|
2022
Q3 | $18K | Buy |
591
+1
| +0.2% | +$30 | ﹤0.01% | 434 |
|
|
2022
Q2 | $19K | Buy |
590
+2
| +0.3% | +$64 | ﹤0.01% | 416 |
|
|
2022
Q1 | $23K | Buy |
588
+276
| +88% | +$10.8K | 0.01% | 384 |
|
|
2021
Q4 | $12K | Hold |
312
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $12K | Hold |
312
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $11K | Sell |
312
-488
| -61% | -$17.2K | ﹤0.01% | 490 |
|
|
2021
Q1 | $11 | Buy |
800
+488
| +156% | +$7 | ﹤0.01% | 489 |
|
|
2020
Q4 | $9K | Hold |
312
| – | – | ﹤0.01% | 491 |
|
|
2020
Q3 | $8K | Hold |
312
| – | – | ﹤0.01% | 479 |
|
|
2020
Q2 | $7K | Hold |
312
| – | – | ﹤0.01% | 489 |
|
|
2020
Q1 | $6K | Hold |
312
| – | – | ﹤0.01% | 498 |
|
|
2019
Q4 | $10K | Buy |
+312
| New | +$10K | ﹤0.01% | 468 |
|