HCIA
Hochman Cole Investment Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $818K | Sell |
21,795
-1,766
| -7% | -$66.3K | 0.32% | 60 |
|
|
2021
Q2 | $864K | Sell |
23,561
-1,386
| -6% | -$50.8K | 0.35% | 54 |
|
|
2021
Q1 | $849K | Sell |
24,947
-534
| -2% | -$18.2K | 0.36% | 51 |
|
|
2020
Q4 | $751K | Buy |
25,481
+630
| +3% | +$18.6K | 0.32% | 54 |
|
|
2020
Q3 | $598K | Sell |
24,851
-118,584
| -83% | -$2.85M | 0.29% | 58 |
|
|
2020
Q2 | $3.32M | Sell |
143,435
-7,556
| -5% | -$175K | 1.83% | 18 |
|
|
2020
Q1 | $3.14M | Buy |
150,991
+5,616
| +4% | +$117K | 2.16% | 13 |
|
|
2019
Q4 | $4.48M | Sell |
145,375
-1,250
| -0.9% | -$38.5K | 2.44% | 10 |
|
|
2019
Q3 | $4.11M | Sell |
146,625
-10,316
| -7% | -$289K | 2.56% | 10 |
|
|
2019
Q2 | $4.33M | Sell |
156,941
-5,979
| -4% | -$165K | 2.58% | 10 |
|
|
2019
Q1 | $4.19M | Sell |
162,920
-2,922
| -2% | -$75.1K | 2.5% | 10 |
|
|
2018
Q4 | $3.95M | Sell |
165,842
-4,610
| -3% | -$110K | 2.72% | 8 |
|
|
2018
Q3 | $4.7M | Buy |
170,452
+699
| +0.4% | +$19.3K | 2.93% | 7 |
|
|
2018
Q2 | $4.51M | Buy |
169,753
+1,897
| +1% | +$50.4K | 2.97% | 7 |
|
|
2018
Q1 | $4.63M | Buy |
167,856
+641
| +0.4% | +$17.7K | 3.23% | 7 |
|
|
2017
Q4 | $4.67M | Buy |
167,215
+5,581
| +3% | +$156K | 2.94% | 7 |
|
|
2017
Q3 | $4.18M | Sell |
161,634
-13,624
| -8% | -$352K | 2.74% | 9 |
|
|
2017
Q2 | $4.32M | Buy |
175,258
+13,626
| +8% | +$336K | 2.99% | 8 |
|
|
2017
Q1 | $3.84M | Buy |
161,632
+31,517
| +24% | +$748K | 2.79% | 10 |
|
|
2016
Q4 | $3.03M | Sell |
130,115
-1,672
| -1% | -$38.9K | 2.19% | 15 |
|
|
2016
Q3 | $2.54M | Buy |
131,787
+8,709
| +7% | +$168K | 1.9% | 17 |
|
|
2016
Q2 | $2.81M | Sell |
123,078
-1,891
| -2% | -$43.2K | 2.3% | 15 |
|
|
2016
Q1 | $2.81M | Buy |
124,969
+2,032
| +2% | +$45.7K | 2.4% | 14 |
|
|
2015
Q4 | $2.93M | Buy |
+122,937
| New | +$2.93M | 2.49% | 14 |
|