Total Clarity 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
Q3 | – | Sell |
-303
| Closed | -$10K | – | 989 |
|
2022
Q2 | $10K | Buy |
+303
| New | +$10K | 0.01% | 681 |
|
2022
Q1 | – | Sell |
-125
| Closed | -$5K | – | 929 |
|
2021
Q4 | $5K | Hold |
125
| – | – | ﹤0.01% | 821 |
|
2021
Q3 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 826 |
|
2021
Q2 | – | Sell |
-125
| Closed | -$4K | – | 757 |
|
2021
Q1 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 740 |
|