Zimmermann Investment Management & Planning’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 | – | Sell |
-5,587
| Closed | -$253K | – | 136 |
|
|
2024
Q3 | $253K | Buy |
5,587
+51
| +0.9% | +$2.31K | 0.08% | 125 |
|
|
2024
Q2 | $228K | Buy |
5,536
+266
| +5% | +$10.9K | 0.08% | 124 |
|
|
2024
Q1 | $222K | Sell |
5,270
-969
| -16% | -$40.8K | 0.08% | 124 |
|
|
2023
Q4 | $235K | Sell |
6,239
-9,410
| -60% | -$354K | 0.1% | 112 |
|
|
2023
Q3 | $519K | Sell |
15,649
-57,264
| -79% | -$1.9M | 0.25% | 68 |
|
|
2023
Q2 | $2.46M | Buy |
72,913
+11,387
| +19% | +$384K | 1.14% | 31 |
|
|
2023
Q1 | $1.98M | Buy |
+61,526
| New | +$1.98M | 1.03% | 31 |
|