Engrave Wealth Partners’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
Q3
Sell
-694
Closed -$16K 429
2020
Q2
$16K Sell
694
-4,666
-87% -$108K 0.01% 205
2020
Q1
$111K Buy
5,360
+32
+0.6% +$663 0.13% 56
2019
Q4
$164K Buy
+5,328
New +$164K 0.16% 50