Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $586K | Sell |
23,750
-32,680
| -58% | -$806K | 0.24% | 136 |
|
|
2017
Q1 | $1.34M | Sell |
56,430
-32,365
| -36% | -$768K | 0.46% | 46 |
|
|
2016
Q4 | $2.06M | Buy |
+88,795
| New | +$2.06M | 0.68% | 20 |
|
|
2016
Q1 | – | Sell |
-52,813
| Closed | -$1.11M | – | 806 |
|
|
2015
Q4 | $1.11M | Sell |
52,813
-6,868
| -12% | -$144K | 0.33% | 93 |
|
|
2015
Q3 | $1.19M | Buy |
59,681
+8,239
| +16% | +$164K | 0.26% | 119 |
|
|
2015
Q2 | $1.1M | Sell |
51,442
-1,204
| -2% | -$25.8K | 0.22% | 152 |
|
|
2015
Q1 | $1.11M | Sell |
52,646
-93,053
| -64% | -$1.97M | 0.23% | 148 |
|
|
2014
Q4 | $3.16M | Buy |
+145,699
| New | +$3.16M | 0.64% | 30 |
|