WR Wealth Planners’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 | $10.1K | Hold |
209
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $9.47K | Hold |
209
| – | – | ﹤0.01% | 638 |
|
|
2024
Q2 | $8.59K | Hold |
209
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $8.8K | Buy |
+209
| New | +$8.8K | ﹤0.01% | 620 |
|
|
2023
Q4 | – | Sell |
-2,741
| Closed | -$90.9K | – | 875 |
|
|
2023
Q3 | $90.9K | Hold |
2,741
| – | – | 0.03% | 253 |
|
|
2023
Q2 | $92.4K | Buy |
2,741
+2,136
| +353% | +$72K | 0.04% | 251 |
|
|
2023
Q1 | $19.5K | Buy |
605
+445
| +278% | +$14.3K | 0.01% | 436 |
|
|
2022
Q4 | $5.47K | Hold |
160
| – | – | ﹤0.01% | 322 |
|
|
2022
Q3 | $4.86K | Sell |
160
-32
| -17% | -$972 | ﹤0.01% | 315 |
|
|
2022
Q2 | $6.04K | Buy |
192
+32
| +20% | +$1.01K | ﹤0.01% | 326 |
|
|
2022
Q1 | $6.13K | Buy |
+160
| New | +$6.13K | ﹤0.01% | 340 |
|