TCWP’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
Q1 | – | Sell |
-30,145
| Closed | -$1.03M | – | 290 |
|
|
2022
Q4 | $1.03M | Sell |
30,145
-4,350
| -13% | -$149K | 0.21% | 100 |
|
|
2022
Q3 | $1.05M | Buy |
34,495
+26,588
| +336% | +$807K | 0.22% | 99 |
|
|
2022
Q2 | $248K | Sell |
7,907
-1,082
| -12% | -$33.9K | 0.05% | 234 |
|
|
2022
Q1 | $344K | Sell |
8,989
-6,083
| -40% | -$233K | 0.06% | 203 |
|
|
2021
Q4 | $588K | Buy |
+15,072
| New | +$588K | 0.12% | 130 |
|