Hefty Wealth Partners’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
Q1 | $2.87M | Buy |
+104,091
| New | +$2.87M | 1.85% | 15 |
|
|
2017
Q1 | – | Sell |
-139,172
| Closed | -$3.24M | – | 269 |
|
|
2016
Q4 | $3.24M | Buy |
139,172
+34,848
| +33% | +$810K | 2.71% | 12 |
|
|
2016
Q3 | $2.01M | Buy |
+104,324
| New | +$2.01M | 1.53% | 19 |
|
|
2016
Q2 | – | Sell |
-76,365
| Closed | -$1.51M | – | 237 |
|
|
2016
Q1 | $1.51M | Buy |
+76,365
| New | +$1.51M | 1.41% | 22 |
|