Foresight 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
Q1 | – | Sell |
-9,476
| Closed | -$292K | – | 114 |
|
|
2019
Q4 | $292K | Sell |
9,476
-3,719
| -28% | -$115K | 0.18% | 70 |
|
|
2019
Q3 | $369K | Sell |
13,195
-3,945
| -23% | -$110K | 0.27% | 61 |
|
|
2019
Q2 | $473K | Sell |
17,140
-11,618
| -40% | -$321K | 0.36% | 57 |
|
|
2019
Q1 | $765K | Sell |
28,758
-10,062
| -26% | -$268K | 0.66% | 42 |
|
|
2018
Q4 | $925K | Buy |
+38,820
| New | +$925K | 0.98% | 26 |
|