Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $441K | Sell |
11,297
-473
| -4% | -$18.5K | 0.13% | 108 |
|
|
2021
Q3 | $442K | Buy |
+11,770
| New | +$442K | 0.15% | 100 |
|
|
2020
Q1 | – | Sell |
-9,479
| Closed | -$292K | – | 136 |
|
|
2019
Q4 | $292K | Buy |
9,479
+1,752
| +23% | +$54K | 0.18% | 109 |
|
|
2019
Q3 | $216K | Hold |
7,727
| – | – | 0.1% | 131 |
|
|
2019
Q2 | $213K | Sell |
7,727
-900
| -10% | -$24.8K | 0.14% | 136 |
|
|
2019
Q1 | $222K | Sell |
8,627
-1,726
| -17% | -$44.4K | 0.16% | 131 |
|
|
2018
Q4 | $247K | Sell |
10,353
-100
| -1% | -$2.39K | 0.21% | 117 |
|
|
2018
Q3 | $288K | Buy |
10,453
+300
| +3% | +$8.27K | 0.21% | 117 |
|
|
2018
Q2 | $270K | Buy |
10,153
+377
| +4% | +$10K | 0.19% | 117 |
|
|
2018
Q1 | $270K | Sell |
9,776
-136
| -1% | -$3.76K | 0.2% | 112 |
|
|
2017
Q4 | $277K | Sell |
9,912
-406
| -4% | -$11.3K | 0.21% | 112 |
|
|
2017
Q3 | $267K | Sell |
10,318
-678
| -6% | -$17.5K | 0.22% | 108 |
|
|
2017
Q2 | $271K | Sell |
10,996
-2,415
| -18% | -$59.5K | 0.23% | 104 |
|
|
2017
Q1 | $318K | Sell |
13,411
-817
| -6% | -$19.4K | 0.21% | 90 |
|
|
2016
Q4 | $331K | Buy |
+14,228
| New | +$331K | 0.22% | 95 |
|