Barber Financial Group’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
Q1 | – | Sell |
-8,111
| Closed | -$250K | – | 161 |
|
|
2019
Q4 | $250K | Buy |
8,111
+2
| +0% | +$62 | 0.05% | 127 |
|
|
2019
Q3 | $227K | Buy |
8,109
+3
| +0% | +$84 | 0.05% | 128 |
|
|
2019
Q2 | $224K | Buy |
8,106
+210
| +3% | +$5.8K | 0.05% | 127 |
|
|
2019
Q1 | $203K | Buy |
+7,896
| New | +$203K | 0.04% | 127 |
|
|
2018
Q4 | – | Sell |
-7,891
| Closed | -$218K | – | 150 |
|
|
2018
Q3 | $218K | Buy |
7,891
+2
| +0% | +$55 | 0.05% | 121 |
|
|
2018
Q2 | $210K | Buy |
7,889
+2
| +0% | +$53 | 0.06% | 111 |
|
|
2018
Q1 | $217K | Buy |
7,887
+2
| +0% | +$55 | 0.06% | 114 |
|
|
2017
Q4 | $220K | Sell |
7,885
-998
| -11% | -$27.8K | 0.06% | 110 |
|
|
2017
Q3 | $230K | Buy |
8,883
+2
| +0% | +$52 | 0.07% | 90 |
|
|
2017
Q2 | $219K | Buy |
8,881
+1
| +0% | +$25 | 0.07% | 77 |
|
|
2017
Q1 | $211K | Buy |
+8,880
| New | +$211K | 0.07% | 77 |
|