ERTS Wealth 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
2020
Q1
Sell
-6,866
Closed -$211K 96
2019
Q4
$211K Buy
+6,866
New +$211K 0.1% 79
2019
Q1
Sell
-6,944
Closed -$165K 310
2018
Q4
$165K Buy
+6,944
New +$165K 0.12% 84