DP
Denver PWM’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-69,629
| Closed | -$1.88M | – | 76 |
|
|
2018
Q3 | $1.88M | Buy |
+69,629
| New | +$1.88M | 1.41% | 20 |
|
|
2018
Q1 | $2.01M | Sell |
70,910
-5,225
| -7% | -$148K | 1.79% | 13 |
|
|
2017
Q4 | $2.2M | Sell |
76,135
-4,000
| -5% | -$116K | 1.66% | 16 |
|
|
2017
Q3 | $2.1M | Buy |
+80,135
| New | +$2.1M | 1.64% | 16 |
|