Elm 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
2021
Q1
Sell
-2,195
Closed -$65K 261
2020
Q4
$65K Buy
+2,195
New +$65K 0.04% 148
2018
Q4
Sell
-2,995
Closed -$83K 277
2018
Q3
$83K Buy
+2,995
New +$83K 0.06% 131