Tucker Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $8.57M | Sell |
177,275
-21,522
| -11% | -$1.04M | 0.91% | 12 |
|
2024
Q3 | $9.01M | Sell |
198,797
-79,376
| -29% | -$3.6M | 2.08% | 13 |
|
2024
Q2 | $11.4M | Buy |
278,173
+275,587
| +10,657% | +$11.3M | 2.5% | 11 |
|
2024
Q1 | $109K | Buy |
2,586
+2,584
| +129,200% | +$109K | 0.03% | 263 |
|
2023
Q4 | $75 | Buy |
+2
| New | +$75 | ﹤0.01% | 1407 |
|
2023
Q3 | – | Sell |
-177
| Closed | -$5.97K | – | 1576 |
|
2023
Q2 | $5.97K | Sell |
177
-135,740
| -100% | -$4.58M | ﹤0.01% | 637 |
|
2023
Q1 | $4.37M | Buy |
+135,917
| New | +$4.37M | 1.31% | 11 |
|
2022
Q4 | – | Sell |
-206
| Closed | -$7K | – | 924 |
|
2022
Q3 | $7K | Buy |
+206
| New | +$7K | ﹤0.01% | 381 |
|