Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $503K | Buy |
24,023
+8,777
| +58% | +$184K | 0.03% | 142 |
|
|
2015
Q3 | $303K | Buy |
15,246
+3,018
| +25% | +$60K | 0.02% | 175 |
|
|
2015
Q2 | $262K | Sell |
12,228
-7,672
| -39% | -$164K | 0.01% | 202 |
|
|
2015
Q1 | $421K | Sell |
19,900
-29,885
| -60% | -$632K | 0.02% | 178 |
|
|
2014
Q4 | $1.08M | Buy |
49,785
+631
| +1% | +$13.7K | 0.06% | 109 |
|
|
2014
Q3 | $1M | Buy |
49,154
+7,000
| +17% | +$142K | 0.06% | 114 |
|
|
2014
Q2 | $841K | Buy |
+42,154
| New | +$841K | 0.05% | 130 |
|