Independence 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
2020
Q3
$75K Sell
3,127
-1,209
-28% -$29K 0.02% 116
2020
Q2
$100K Buy
4,336
+592
+16% +$13.7K 0.02% 107
2020
Q1
$78K Buy
3,744
+683
+22% +$14.2K 0.02% 98
2019
Q4
$94K Buy
+3,061
New +$94K 0.02% 111