Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-382
| Closed | -$8K | – | 196 |
|
|
2014
Q3 | $8K | Hold |
382
| – | – | ﹤0.01% | 200 |
|
|
2014
Q2 | $8K | Sell |
382
-312,472
| -100% | -$6.54M | ﹤0.01% | 196 |
|
|
2014
Q1 | $6.14M | Buy |
312,854
+126,573
| +68% | +$2.48M | 0.6% | 42 |
|
|
2013
Q4 | $3.58M | Buy |
186,281
+29,905
| +19% | +$574K | 0.34% | 70 |
|
|
2013
Q3 | $2.73M | Buy |
156,376
+35,826
| +30% | +$626K | 0.31% | 83 |
|
|
2013
Q2 | $2.06M | Buy |
+120,550
| New | +$2.06M | 0.25% | 85 |
|