Boston Private Bank & Trust’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
Q1 | $754K | Buy |
35,628
+696
| +2% | +$14.7K | 0.03% | 252 |
|
|
2014
Q4 | $758K | Sell |
34,932
-2,116
| -6% | -$45.9K | 0.04% | 259 |
|
|
2014
Q3 | $754K | Sell |
37,048
-5,366
| -13% | -$109K | 0.04% | 256 |
|
|
2014
Q2 | $847K | Sell |
42,414
-16,916
| -29% | -$338K | 0.04% | 247 |
|
|
2014
Q1 | $1.16M | Sell |
59,330
-21,817
| -27% | -$428K | 0.06% | 226 |
|
|
2013
Q4 | $1.56M | Sell |
81,147
-1,997
| -2% | -$38.3K | 0.08% | 197 |
|
|
2013
Q3 | $1.45M | Sell |
83,144
-9,569
| -10% | -$167K | 0.08% | 200 |
|
|
2013
Q2 | $1.58M | Buy |
+92,713
| New | +$1.58M | 0.09% | 184 |
|