DPA
Delphi Private Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $11K | Sell |
400
-400
| -50% | -$11K | 0.06% | 34 |
|
|
2019
Q1 | $21K | Sell |
800
-258
| -24% | -$6.77K | 0.11% | 19 |
|
|
2018
Q4 | $25K | Sell |
1,058
-67
| -6% | -$1.58K | 0.14% | 21 |
|
|
2018
Q3 | $31K | Hold |
1,125
| – | – | 0.11% | 37 |
|
|
2018
Q2 | $30K | Sell |
1,125
-51
| -4% | -$1.36K | 0.1% | 44 |
|
|
2018
Q1 | $32K | Sell |
1,176
-795
| -40% | -$21.6K | 0.13% | 43 |
|
|
2017
Q4 | $55K | Hold |
1,971
| – | – | 0.14% | 73 |
|
|
2017
Q3 | $51K | Hold |
1,971
| – | – | 0.15% | 31 |
|
|
2017
Q2 | $49K | Hold |
1,971
| – | – | 0.1% | 38 |
|
|
2017
Q1 | $47K | Sell |
1,971
-603
| -23% | -$14.4K | 0.09% | 35 |
|
|
2016
Q4 | $60K | Buy |
2,574
+1,633
| +174% | +$38.1K | 0.11% | 37 |
|
|
2016
Q3 | $18K | Hold |
941
| – | – | 0.03% | 71 |
|
|
2016
Q2 | $22K | Sell |
941
-300
| -24% | -$7.01K | 0.04% | 84 |
|
|
2016
Q1 | $28K | Hold |
1,241
| – | – | 0.05% | 72 |
|
|
2015
Q4 | $30K | Buy |
+1,241
| New | +$30K | 0.05% | 77 |
|