Welch Group’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
Q1 | – | Sell |
-413,828
| Closed | -$15.6M | – | 246 |
|
|
2023
Q4 | $15.6M | Buy |
413,828
+384,962
| +1,334% | +$14.5M | 0.84% | 32 |
|
|
2023
Q3 | $957K | Buy |
+28,866
| New | +$957K | 0.06% | 83 |
|
|
2023
Q2 | – | Sell |
-9,556
| Closed | -$307K | – | 225 |
|
|
2023
Q1 | $307K | Sell |
9,556
-53,624
| -85% | -$1.72M | 0.02% | 151 |
|
|
2022
Q4 | $2.16M | Buy |
+63,180
| New | +$2.16M | 0.12% | 67 |
|
|
2020
Q4 | – | Sell |
-9,935
| Closed | -$239K | – | 151 |
|
|
2020
Q3 | $239K | Buy |
+9,935
| New | +$239K | 0.02% | 129 |
|
|
2017
Q1 | – | Sell |
-6,237
| Closed | -$145K | – | 135 |
|
|
2016
Q4 | $145K | Buy |
+6,237
| New | +$145K | 0.03% | 111 |
|
|
2015
Q4 | – | Sell |
-6,667
| Closed | -$133K | – | 153 |
|
|
2015
Q3 | $133K | Buy |
+6,667
| New | +$133K | 0.03% | 128 |
|