Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $440K | Sell |
17,123
-585
| -3% | -$15K | 0.25% | 32 |
|
|
2018
Q4 | $459K | Sell |
17,708
-227
| -1% | -$5.88K | 0.31% | 24 |
|
|
2018
Q3 | $495K | Buy |
17,935
+1,028
| +6% | +$28.4K | 0.24% | 30 |
|
|
2018
Q2 | $473K | Buy |
16,907
+820
| +5% | +$22.9K | 0.23% | 31 |
|
|
2018
Q1 | $444K | Sell |
16,087
-334
| -2% | -$9.22K | 0.24% | 31 |
|
|
2017
Q4 | $458K | Sell |
16,421
-395
| -2% | -$11K | 0.26% | 28 |
|
|
2017
Q3 | $435K | Sell |
16,816
-1,180
| -7% | -$30.5K | 0.25% | 28 |
|
|
2017
Q2 | $444K | Buy |
17,996
+146
| +0.8% | +$3.6K | 0.27% | 31 |
|
|
2017
Q1 | $424K | Buy |
+17,850
| New | +$424K | 0.29% | 28 |
|