FundX Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,895
| Closed | -$245K | – | 45 |
|
|
2018
Q1 | $245K | Buy |
+8,895
| New | +$245K | 0.13% | 34 |
|
|
2017
Q2 | – | Sell |
-395,806
| Closed | -$9.39M | – | 58 |
|
|
2017
Q1 | $9.39M | Buy |
395,806
+164,806
| +71% | +$3.91M | 3.95% | 9 |
|
|
2016
Q4 | $5.37M | Buy |
+231,000
| New | +$5.37M | 1.88% | 15 |
|
|
2013
Q4 | – | Sell |
-766,687
| Closed | -$13.4M | – | 32 |
|
|
2013
Q3 | $13.4M | Sell |
766,687
-55,403
| -7% | -$968K | 5.3% | 4 |
|
|
2013
Q2 | $14M | Buy |
+822,090
| New | +$14M | 5.99% | 4 |
|