Wellington Wealth Strategies’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 | $210K | Sell |
4,060
-504
| -11% | -$26.1K | 0.19% | 64 |
|
|
2024
Q3 | $212K | Buy |
+4,564
| New | +$212K | 0.16% | 68 |
|
|
2024
Q2 | – | Sell |
-5,105
| Closed | -$215K | – | 182 |
|
|
2024
Q1 | $215K | Sell |
5,105
-9,586
| -65% | -$404K | 0.1% | 133 |
|
|
2023
Q4 | $552K | Buy |
+14,691
| New | +$552K | 0.47% | 41 |
|
|
2020
Q4 | $552K | Buy |
+14,691
| New | +$552K | 0.47% | 41 |
|