Titus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $212K | Buy |
6,741
+265
| +4% | +$8.33K | 0.11% | 152 |
|
|
2022
Q1 | $248K | Buy |
6,476
+25
| +0.4% | +$957 | 0.11% | 141 |
|
|
2021
Q4 | $252K | Buy |
+6,451
| New | +$252K | 0.11% | 135 |
|
|
2018
Q4 | – | Sell |
-11,847
| Closed | -$327K | – | 103 |
|
|
2018
Q3 | $327K | Buy |
11,847
+357
| +3% | +$9.85K | 0.28% | 63 |
|
|
2018
Q2 | $305K | Buy |
11,490
+1,054
| +10% | +$28K | 0.33% | 58 |
|
|
2018
Q1 | $333K | Sell |
10,436
-8,216
| -44% | -$262K | 0.32% | 49 |
|
|
2017
Q4 | $764K | Buy |
+18,652
| New | +$764K | 0.86% | 22 |
|