WealthCare Investment Partners’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
Q3 | – | Sell |
-6,826
| Closed | -$231K | – | 124 |
|
|
2023
Q2 | $231K | Sell |
6,826
-7,555
| -53% | -$256K | 0.14% | 109 |
|
|
2023
Q1 | $462K | Sell |
14,381
-6,352
| -31% | -$204K | 0.28% | 75 |
|
|
2022
Q4 | $709K | Sell |
20,733
-14,607
| -41% | -$500K | 0.48% | 51 |
|
|
2022
Q3 | $1.07M | Sell |
35,340
-2,454
| -6% | -$74.5K | 0.89% | 33 |
|
|
2022
Q2 | $1.19M | Sell |
37,794
-4,048
| -10% | -$127K | 1.02% | 31 |
|
|
2022
Q1 | $1.56M | Buy |
41,842
+6,276
| +18% | +$234K | 1.39% | 18 |
|
|
2021
Q4 | $1.39M | Buy |
+35,566
| New | +$1.39M | 1.34% | 22 |
|