TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-944
| Closed | -$29K | – | 948 |
|
|
2022
Q3 | $29K | Sell |
944
-2,371
| -72% | -$72.8K | 0.01% | 63 |
|
|
2022
Q2 | $104K | Buy |
+3,315
| New | +$104K | 0.02% | 58 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$8K | – | 176 |
|
|
2021
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 97 |
|
|
2021
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 101 |
|
|
2021
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 79 |
|
|
2021
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 140 |
|