Harvest Group 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
Q1 | – | Sell |
-25
| Closed | -$1K | – | 736 |
|
|
2020
Q4 | $1K | Sell |
25
-1,294
| -98% | -$51.8K | ﹤0.01% | 585 |
|
|
2020
Q3 | $32K | Buy |
1,319
+758
| +135% | +$18.4K | 0.02% | 120 |
|
|
2020
Q2 | $13K | Buy |
561
+28
| +5% | +$649 | 0.01% | 196 |
|
|
2020
Q1 | $11K | Buy |
533
+4
| +0.8% | +$83 | 0.01% | 198 |
|
|
2019
Q4 | $16K | Buy |
529
+2
| +0.4% | +$60 | 0.01% | 182 |
|
|
2019
Q3 | $15K | Buy |
+527
| New | +$15K | 0.02% | 197 |
|