Asset Planning Services Inc’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
2021
Q2
Sell
-14,000
Closed -$477K 41
2021
Q1
$477K Buy
14,000
+6,450
+85% +$220K 0.29% 37
2020
Q4
$223K Buy
+7,550
New +$223K 0.14% 40