Franklin, Parlapiano, Turner & Welch’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,934
| Closed | -$93K | – | 115 |
|
|
2017
Q1 | $93K | Hold |
3,934
| – | – | 0.04% | 62 |
|
|
2016
Q4 | $91K | Hold |
3,934
| – | – | 0.05% | 65 |
|
|
2016
Q3 | $76K | Sell |
3,934
-547
| -12% | -$10.6K | 0.04% | 63 |
|
|
2016
Q2 | $90K | Hold |
4,481
| – | – | 0.05% | 57 |
|
|
2016
Q1 | $89K | Hold |
4,481
| – | – | 0.05% | 59 |
|
|
2015
Q4 | $94K | Buy |
+4,481
| New | +$94K | 0.06% | 60 |
|