Ulland Investment 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
Q1 | – | Sell |
-50
| Closed | -$2K | – | 220 |
|
|
2022
Q4 | $2K | Sell |
50
-2,275
| -98% | -$91K | ﹤0.01% | 198 |
|
|
2022
Q3 | $71K | Hold |
2,325
| – | – | 0.08% | 76 |
|
|
2022
Q2 | $73K | Sell |
2,325
-20
| -0.9% | -$628 | 0.07% | 81 |
|
|
2022
Q1 | $90K | Buy |
2,345
+245
| +12% | +$9.4K | 0.07% | 81 |
|
|
2021
Q4 | $82K | Buy |
+2,100
| New | +$82K | 0.05% | 88 |
|