FLC Capital 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 |
-13,961
| Closed | -$430K | – | 143 |
|
|
2019
Q4 | $430K | Sell |
13,961
-582
| -4% | -$17.9K | 0.17% | 68 |
|
|
2019
Q3 | $407K | Sell |
14,543
-4,024
| -22% | -$113K | 0.17% | 70 |
|
|
2019
Q2 | $520K | Sell |
18,567
-2,692
| -13% | -$75.4K | 0.21% | 59 |
|
|
2019
Q1 | $547K | Buy |
21,259
+11,808
| +125% | +$304K | 0.25% | 53 |
|
|
2018
Q4 | $225K | Buy |
+9,451
| New | +$225K | 0.15% | 79 |
|