Sweet Financial Partners’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 | $904K | Sell |
19,955
-37
| -0.2% | -$1.68K | 0.2% | 86 |
|
|
2024
Q2 | $822K | Buy |
19,992
+37
| +0.2% | +$1.52K | 0.19% | 85 |
|
|
2024
Q1 | $841K | Hold |
19,955
| – | – | 0.19% | 86 |
|
|
2023
Q4 | $750K | Hold |
19,955
| – | – | 0.18% | 89 |
|
|
2023
Q3 | $662K | Hold |
19,955
| – | – | 0.18% | 83 |
|
|
2023
Q2 | $673K | Hold |
19,955
| – | – | 0.18% | 85 |
|
|
2023
Q1 | $642K | Hold |
19,955
| – | – | 0.18% | 88 |
|
|
2022
Q4 | $682K | Hold |
19,955
| – | – | 0.2% | 77 |
|
|
2022
Q3 | $606K | Hold |
19,955
| – | – | 0.19% | 76 |
|
|
2022
Q2 | $628K | Buy |
19,955
+2,315
| +13% | +$72.9K | 0.2% | 74 |
|
|
2022
Q1 | $676K | Buy |
17,640
+30
| +0.2% | +$1.15K | 0.18% | 70 |
|
|
2021
Q4 | $688K | Buy |
+17,610
| New | +$688K | 0.29% | 50 |
|