Berman Capital Advisors’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 |
-2,836
| Closed | -$65K | – | 1802 |
|
|
2020
Q2 | $65K | Hold |
2,836
| – | – | 0.02% | 285 |
|
|
2020
Q1 | $59K | Hold |
2,836
| – | – | 0.02% | 266 |
|
|
2019
Q4 | $87K | Hold |
2,836
| – | – | 0.03% | 242 |
|
|
2019
Q3 | $79K | Hold |
2,836
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $78K | Hold |
2,836
| – | – | 0.02% | 243 |
|
|
2019
Q1 | $72K | Sell |
2,836
-615
| -18% | -$15.6K | 0.02% | 233 |
|
|
2018
Q4 | $81K | Sell |
3,451
-6,555
| -66% | -$154K | 0.03% | 202 |
|
|
2018
Q3 | $276K | Sell |
10,006
-2,830
| -22% | -$78.1K | 0.12% | 84 |
|
|
2018
Q2 | $341K | Sell |
12,836
-1,430
| -10% | -$38K | 0.12% | 76 |
|
|
2018
Q1 | $393K | Sell |
14,266
-6,073
| -30% | -$167K | 0.15% | 65 |
|
|
2017
Q4 | $568K | Buy |
+20,339
| New | +$568K | 0.19% | 53 |
|