BWM
Braver Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $17.6M | Buy |
756,441
+742,440
| +5,303% | +$17.3M | 2.86% | 6 |
|
|
2016
Q3 | $270K | Hold |
14,001
| – | – | 0.05% | 129 |
|
|
2016
Q2 | $320K | Sell |
14,001
-351
| -2% | -$8.02K | 0.05% | 116 |
|
|
2016
Q1 | $323K | Sell |
14,352
-620,772
| -98% | -$14M | 0.05% | 120 |
|
|
2015
Q4 | $15.1M | Buy |
635,124
+621,124
| +4,437% | +$14.8M | 3.11% | 8 |
|
|
2015
Q3 | $317K | Sell |
14,000
-157,948
| -92% | -$3.58M | 0.08% | 65 |
|
|
2015
Q2 | $4.19M | Sell |
171,948
-41,995
| -20% | -$1.02M | 1.02% | 24 |
|
|
2015
Q1 | $5.16M | Buy |
213,943
+199,943
| +1,428% | +$4.82M | 1.06% | 23 |
|
|
2014
Q4 | $346K | Sell |
14,000
-311,408
| -96% | -$7.7M | 0.07% | 72 |
|
|
2014
Q3 | $7.54M | Sell |
325,408
-295,019
| -48% | -$6.84M | 2.27% | 10 |
|
|
2014
Q2 | $14.1M | Buy |
620,427
+493,854
| +390% | +$11.2M | 3.64% | 8 |
|
|
2014
Q1 | $8.82M | Sell |
126,573
-214,855
| -63% | -$15M | 2.53% | 10 |
|
|
2013
Q4 | $7.47M | Sell |
341,428
-18,727
| -5% | -$410K | 2.58% | 10 |
|
|
2013
Q3 | $7.26M | Buy |
360,155
+84,736
| +31% | +$1.71M | 2.5% | 11 |
|
|
2013
Q2 | $5.36M | Buy |
+275,419
| New | +$5.36M | 2.46% | 8 |
|