1NWS
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1 North Wealth Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

1 North Wealth Services’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		$1K Hold
40
– – ﹤0.01% 356
2019
Q3 		$1K Buy
+40
New +$1K ﹤0.01% 325
2019
Q1 		$1.69M Buy
65,601
+5,893
+10% +$152K 1.19% 28
2018
Q4 		$1.42M Buy
+59,708
New +$1.42M 1.19% 28