Bruderman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,135
| Closed | -$29K | – | 581 |
|
|
2019
Q1 | $29K | Buy |
1,135
+5
| +0.4% | +$128 | 0.01% | 330 |
|
|
2018
Q4 | $27K | Buy |
+1,130
| New | +$27K | 0.01% | 312 |
|
|
2018
Q3 | – | Sell |
-2,340
| Closed | -$62K | – | 373 |
|
|
2018
Q2 | $62K | Hold |
2,340
| – | – | 0.02% | 187 |
|
|
2018
Q1 | $65K | Buy |
+2,340
| New | +$65K | 0.02% | 186 |
|
|
2017
Q3 | – | Sell |
-2,340
| Closed | -$58K | – | 326 |
|
|
2017
Q2 | $58K | Buy |
+2,340
| New | +$58K | 0.02% | 190 |
|
|
2017
Q1 | – | Sell |
-2,340
| Closed | -$54K | – | 326 |
|
|
2016
Q4 | $54K | Buy |
+2,340
| New | +$54K | 0.02% | 192 |
|
|
2015
Q4 | – | Sell |
-797
| Closed | -$16K | – | 436 |
|
|
2015
Q3 | $16K | Buy |
+797
| New | +$16K | 0.01% | 302 |
|