Sutton Wealth Advisors’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
Q3 | $21.2K | Hold |
639
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $21.5K | Sell |
639
-470
| -42% | -$15.8K | 0.01% | 343 |
|
|
2023
Q1 | $35.7K | Hold |
1,109
| – | – | 0.02% | 239 |
|
|
2022
Q4 | $37.9K | Hold |
1,109
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $33.7K | Hold |
1,109
| – | – | 0.01% | 486 |
|
|
2022
Q2 | $34.9K | Hold |
1,109
| – | – | 0.01% | 486 |
|
|
2022
Q1 | $42.5K | Hold |
1,109
| – | – | 0.01% | 457 |
|
|
2021
Q4 | $43.3K | Hold |
1,109
| – | – | 0.01% | 463 |
|
|
2021
Q3 | $41.6K | Sell |
1,109
-6
| -0.5% | -$225 | 0.02% | 452 |
|
|
2021
Q2 | $40.9K | Hold |
1,115
| – | – | 0.01% | 465 |
|
|
2021
Q1 | $38K | Hold |
1,115
| – | – | 0.01% | 469 |
|
|
2020
Q4 | $32.9K | Hold |
1,115
| – | – | 0.01% | 473 |
|
|
2020
Q3 | $26.8K | Hold |
1,115
| – | – | 0.01% | 465 |
|
|
2020
Q2 | $25.8K | Sell |
1,115
-169
| -13% | -$3.91K | 0.01% | 463 |
|
|
2020
Q1 | $26.7K | Hold |
1,284
| – | – | 0.02% | 394 |
|
|
2019
Q4 | $39.5K | Hold |
1,284
| – | – | 0.02% | 377 |
|
|
2019
Q3 | $36K | Hold |
1,284
| – | – | 0.02% | 395 |
|
|
2019
Q2 | $35.4K | Hold |
1,284
| – | – | 0.02% | 403 |
|
|
2019
Q1 | $33K | Hold |
1,284
| – | – | 0.02% | 406 |
|
|
2018
Q4 | $30.6K | Sell |
1,284
-763
| -37% | -$18.2K | 0.02% | 389 |
|
|
2018
Q3 | $56.5K | Buy |
2,047
+1,063
| +108% | +$29.3K | 0.04% | 265 |
|
|
2018
Q2 | $26.2K | Buy |
984
+178
| +22% | +$4.73K | 0.02% | 496 |
|
|
2018
Q1 | $22.2K | Buy |
+806
| New | +$22.2K | 0.02% | 532 |
|