Alpha Omega Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-993
Closed -$26K 474
2017
Q3
$26K Buy
+993
New +$24.8K 0.01% 273

Other funds holding XLF

Alpha Omega Wealth Management's XLF Position: Q4 2017 in Review

Alpha Omega Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q4 2017, closing a stake of 993 shares — an estimated $26K sold.

Alpha Omega Wealth Management first reported a position in XLF in Q3 2017 and held it in 1 quarter. The position peaked at $26K in Q3 2017. 960 funds tracked by Wall St. Rank hold XLF as of Q4 2017.

  • Alpha Omega Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 993 State Street Financial Select Sector SPDR ETF shares in Q4 2017, an estimated $26K.
  • Alpha Omega Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2017 and held it in 1 quarter.
  • Alpha Omega Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $26K in Q3 2017.
  • 960 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q4 2017.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.