Bridgeworth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,006
| Closed | -$79K | – | 562 |
|
|
2018
Q2 | $79K | Buy |
+3,006
| New | +$79K | 0.03% | 220 |
|
|
2017
Q3 | – | Sell |
-14,622
| Closed | -$365K | – | 138 |
|
|
2017
Q2 | $365K | Sell |
14,622
-597
| -4% | -$14.9K | 0.19% | 93 |
|
|
2017
Q1 | $356K | Buy |
15,219
+1,145
| +8% | +$26.8K | 0.19% | 90 |
|
|
2016
Q4 | $330K | Buy |
+14,074
| New | +$330K | 0.18% | 88 |
|