Altavista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,552
| Closed | -$267K | – | 172 |
|
|
2020
Q2 | $267K | Buy |
11,552
+1,292
| +13% | +$29.9K | 0.08% | 142 |
|
|
2020
Q1 | $214K | Sell |
10,260
-15,536
| -60% | -$324K | 0.07% | 148 |
|
|
2019
Q4 | $794K | Sell |
25,796
-3,448
| -12% | -$106K | 0.24% | 79 |
|
|
2019
Q3 | $819K | Sell |
29,244
-20,349
| -41% | -$570K | 0.25% | 77 |
|
|
2019
Q2 | $1.37M | Sell |
49,593
-42
| -0.1% | -$1.16K | 0.44% | 54 |
|
|
2019
Q1 | $1.28M | Sell |
49,635
-4,356
| -8% | -$112K | 0.45% | 55 |
|
|
2018
Q4 | $1.29M | Buy |
53,991
+13,603
| +34% | +$324K | 0.53% | 50 |
|
|
2018
Q3 | $1.11M | Sell |
40,388
-2,546
| -6% | -$70.2K | 0.41% | 60 |
|
|
2018
Q2 | $1.14M | Buy |
42,934
+155
| +0.4% | +$4.12K | 0.46% | 59 |
|
|
2018
Q1 | $1.18M | Buy |
42,779
+2,195
| +5% | +$60.5K | 0.5% | 59 |
|
|
2017
Q4 | $1.13M | Sell |
40,584
-229
| -0.6% | -$6.39K | 0.48% | 56 |
|
|
2017
Q3 | $1.06M | Buy |
40,813
+3,581
| +10% | +$92.6K | 0.5% | 52 |
|
|
2017
Q2 | $919K | Buy |
37,232
+1,750
| +5% | +$43.2K | 0.46% | 57 |
|
|
2017
Q1 | $842K | Buy |
35,482
+4,975
| +16% | +$118K | 0.42% | 60 |
|
|
2016
Q4 | $709K | Buy |
+30,507
| New | +$709K | 0.38% | 60 |
|