CWM
CMH Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-71,943
| Closed | -$1.71M | – | 64 |
|
|
2018
Q4 | $1.71M | Sell |
71,943
-19,815
| -22% | -$472K | 1.03% | 41 |
|
|
2018
Q3 | $2.54M | Buy |
91,758
+13,465
| +17% | +$373K | 1.33% | 27 |
|
|
2018
Q2 | $2.09M | Sell |
78,293
-1,750
| -2% | -$46.8K | 1.2% | 30 |
|
|
2018
Q1 | $2.16M | Sell |
80,043
-355
| -0.4% | -$9.57K | 1.46% | 24 |
|
|
2017
Q4 | $2.25M | Sell |
80,398
-155
| -0.2% | -$4.33K | 1.49% | 23 |
|
|
2017
Q3 | $2.1M | Buy |
80,553
+1,155
| +1% | +$30.1K | 1.56% | 22 |
|
|
2017
Q2 | $1.98M | Buy |
79,398
+5,825
| +8% | +$145K | 1.58% | 25 |
|
|
2017
Q1 | $1.71M | Sell |
73,573
-52,565
| -42% | -$1.22M | 1.34% | 28 |
|
|
2016
Q4 | $2.92M | Buy |
+126,138
| New | +$2.92M | 2.55% | 12 |
|