USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,170
| Closed | -$426K | – | 144 |
|
|
2024
Q1 | $426K | Buy |
+10,170
| New | +$426K | 0.16% | 89 |
|
|
2022
Q2 | – | Sell |
-31,615
| Closed | -$1.21M | – | 126 |
|
|
2022
Q1 | $1.21M | Buy |
+31,615
| New | +$1.21M | 0.52% | 49 |
|
|
2018
Q2 | – | Sell |
-8,042
| Closed | -$222K | – | 71 |
|
|
2018
Q1 | $222K | Sell |
8,042
-130
| -2% | -$3.59K | 0.18% | 53 |
|
|
2017
Q4 | $228K | Buy |
+8,172
| New | +$228K | 0.2% | 50 |
|