Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,445
| Closed | -$472K | – | 236 |
|
|
2022
Q1 | $472K | Buy |
12,445
+2,598
| +26% | +$98.5K | 0.09% | 154 |
|
|
2021
Q4 | $400K | Buy |
9,847
+4,318
| +78% | +$175K | 0.07% | 167 |
|
|
2021
Q3 | $211K | Buy |
+5,529
| New | +$211K | 0.04% | 214 |
|
|
2018
Q3 | – | Sell |
-8,672
| Closed | -$231K | – | 138 |
|
|
2018
Q2 | $231K | Sell |
8,672
-831
| -9% | -$22.1K | 0.18% | 114 |
|
|
2018
Q1 | $262K | Buy |
+9,503
| New | +$262K | 0.22% | 104 |
|