Brickley Wealth Management’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 |
-12,460
| Closed | -$384K | – | 52 |
|
|
2019
Q4 | $384K | Hold |
12,460
| – | – | 0.14% | 33 |
|
|
2019
Q3 | $349K | Hold |
12,460
| – | – | 0.14% | 32 |
|
|
2019
Q2 | $344K | Hold |
12,460
| – | – | 0.14% | 30 |
|
|
2019
Q1 | $320K | Hold |
12,460
| – | – | 0.14% | 32 |
|
|
2018
Q4 | $297K | Hold |
12,460
| – | – | 0.15% | 32 |
|
|
2018
Q3 | $344K | Buy |
+12,460
| New | +$344K | 0.16% | 32 |
|