Wilbanks Smith & Thomas Asset 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
Q1 | $603K | Sell |
14,309
-752
| -5% | -$31.7K | 0.02% | 317 |
|
|
2023
Q4 | $566K | Buy |
15,061
+6
| +0% | +$226 | 0.02% | 315 |
|
|
2023
Q3 | $499K | Buy |
15,055
+5
| +0% | +$166 | 0.02% | 312 |
|
|
2023
Q2 | $507K | Sell |
15,050
-461
| -3% | -$15.5K | 0.02% | 312 |
|
|
2023
Q1 | $499K | Buy |
15,511
+1,851
| +14% | +$59.5K | 0.02% | 306 |
|
|
2022
Q4 | $467K | Buy |
+13,660
| New | +$467K | 0.02% | 318 |
|
|
2018
Q4 | – | Sell |
-2,345
| Closed | -$65K | – | 1322 |
|
|
2018
Q3 | $65K | Buy |
+2,345
| New | +$65K | ﹤0.01% | 627 |
|