IFP Advisors’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4668 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4466 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4334 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4141 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3980 |
|
|
2020
Q2 | – | Sell |
-3,398
| Closed | -$97K | – | 3799 |
|
|
2020
Q1 | $97K | Sell |
3,398
-171
| -5% | -$4.88K | 0.01% | 836 |
|
|
2019
Q4 | $122K | Buy |
3,569
+710
| +25% | +$24.3K | 0.01% | 848 |
|
|
2019
Q3 | $90K | Buy |
+2,859
| New | +$90K | 0.01% | 1113 |
|