TKG 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
Q2 | – | Sell |
-60,611
| Closed | -$1.95M | – | 119 |
|
|
2023
Q1 | $1.95M | Buy |
60,611
+4,791
| +9% | +$154K | 1.21% | 27 |
|
|
2022
Q4 | $1.91M | Buy |
+55,820
| New | +$1.91M | 1.26% | 27 |
|
|
2022
Q2 | – | Sell |
-45,727
| Closed | -$1.75M | – | 97 |
|
|
2022
Q1 | $1.75M | Buy |
45,727
+1,929
| +4% | +$73.9K | 1.4% | 27 |
|
|
2021
Q4 | $1.71M | Buy |
+43,798
| New | +$1.71M | 1.35% | 29 |
|