Elmwood Wealth Management’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 |
-211
| Closed | -$5.82K | – | 359 |
|
|
2020
Q1 | $5.82K | Buy |
+211
| New | +$5.82K | 0.01% | 215 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$6K | – | 254 |
|
|
2019
Q3 | $6K | Sell |
200
-11
| -5% | -$330 | 0.01% | 205 |
|
|
2019
Q2 | $6K | Hold |
211
| – | – | 0.01% | 225 |
|
|
2019
Q1 | $5K | Hold |
211
| – | – | ﹤0.01% | 229 |
|
|
2018
Q4 | $5K | Hold |
211
| – | – | ﹤0.01% | 232 |
|
|
2018
Q3 | $5.82K | Hold |
211
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $5.61K | Hold |
211
| – | – | 0.01% | 219 |
|
|
2018
Q1 | $5.82K | Buy |
+211
| New | +$5.82K | 0.01% | 215 |
|