Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,406
| Closed | -$36K | – | 360 |
|
|
2019
Q1 | $36K | Buy |
1,406
+7
| +0.5% | +$179 | 0.03% | 209 |
|
|
2018
Q4 | $33K | Buy |
1,399
+9
| +0.6% | +$212 | 0.03% | 211 |
|
|
2018
Q3 | $38K | Buy |
1,390
+6
| +0.4% | +$164 | 0.03% | 224 |
|
|
2018
Q2 | $37K | Buy |
1,384
+6
| +0.4% | +$160 | 0.04% | 224 |
|
|
2018
Q1 | $38K | Buy |
1,378
+5
| +0.4% | +$138 | 0.04% | 200 |
|
|
2017
Q4 | $38K | Buy |
+1,373
| New | +$38K | 0.04% | 204 |
|