Heartwood Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-92,726
| Closed | -$2.73M | – | 92 |
|
|
2020
Q4 | $2.73M | Buy |
92,726
+2,494
| +3% | +$73.5K | 0.44% | 33 |
|
|
2020
Q3 | $2.17M | Buy |
90,232
+49
| +0.1% | +$1.18K | 0.42% | 32 |
|
|
2020
Q2 | $2.09M | Sell |
90,183
-2,708
| -3% | -$62.7K | 0.41% | 30 |
|
|
2020
Q1 | $1.93M | Sell |
92,891
-190,377
| -67% | -$3.96M | 0.46% | 30 |
|
|
2019
Q4 | $8.72M | Buy |
+283,268
| New | +$8.72M | 1.67% | 17 |
|