D'Orazio & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-121
| Closed | -$3K | – | 368 |
|
2020
Q1 | $3K | Hold |
121
| – | – | ﹤0.01% | 286 |
|
2019
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 294 |
|
2019
Q3 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 305 |
|
2018
Q2 | – | Sell |
-2,926
| Closed | -$81K | – | 299 |
|
2018
Q1 | $81K | Buy |
2,926
+2,500
| +587% | +$69.2K | 0.03% | 87 |
|
2017
Q4 | $12K | Buy |
+426
| New | +$12K | ﹤0.01% | 215 |
|
2016
Q4 | – | Sell |
-250
| Closed | -$4K | – | 294 |
|
2016
Q3 | $4K | Sell |
250
-35
| -12% | -$560 | ﹤0.01% | 246 |
|
2016
Q2 | $6K | Hold |
285
| – | – | ﹤0.01% | 241 |
|
2016
Q1 | $5K | Buy |
+285
| New | +$5K | ﹤0.01% | 249 |
|