Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $70K | Sell |
1,864
-172
| -8% | -$6.46K | 0.04% | 71 |
|
|
2021
Q2 | $75K | Buy |
2,036
+6
| +0.3% | +$221 | 0.04% | 70 |
|
|
2021
Q1 | $69K | Buy |
2,030
+830
| +69% | +$28.2K | 0.04% | 72 |
|
|
2020
Q4 | $35K | Hold |
1,200
| – | – | 0.02% | 105 |
|
|
2020
Q3 | $29K | Hold |
1,200
| – | – | 0.02% | 103 |
|
|
2020
Q2 | $28K | Hold |
1,200
| – | – | 0.02% | 172 |
|
|
2020
Q1 | $25K | Sell |
1,200
-89
| -7% | -$1.85K | 0.03% | 97 |
|
|
2019
Q4 | $39K | Buy |
+1,289
| New | +$39K | 0.03% | 96 |
|