IWAG
Integer Wealth Advisors Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.51M | Buy |
71,315
+3,078
| +5% | +$108K | 1.37% | 22 |
|
|
2020
Q4 | $2.08M | Buy |
68,237
+10,079
| +17% | +$307K | 1.37% | 22 |
|
|
2020
Q3 | $1.4M | Sell |
58,158
-1,237
| -2% | -$29.8K | 1.29% | 21 |
|
|
2020
Q2 | $1.35M | Buy |
59,395
+215
| +0.4% | +$4.88K | 1.38% | 21 |
|
|
2020
Q1 | $1.32M | Sell |
59,180
-7,468
| -11% | -$166K | 1.5% | 21 |
|
|
2019
Q4 | $2.03M | Buy |
+66,648
| New | +$2.03M | 2.01% | 17 |
|