Integrated Wealth Management’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
Q1 | $210K | Sell |
8,838
-143
| -2% | -$3.4K | 0.07% | 246 |
|
|
2016
Q4 | $209K | Buy |
8,981
+1,028
| +13% | +$23.9K | 0.08% | 228 |
|
|
2016
Q3 | $153K | Buy |
7,953
+662
| +9% | +$12.7K | 0.05% | 265 |
|
|
2016
Q2 | $146K | Sell |
7,291
-742
| -9% | -$14.9K | 0.06% | 259 |
|
|
2016
Q1 | $159K | Sell |
8,033
-1,016
| -11% | -$20.1K | 0.07% | 221 |
|
|
2015
Q4 | $189K | Buy |
9,049
+350
| +4% | +$7.31K | 0.08% | 194 |
|
|
2015
Q3 | $173K | Sell |
8,699
-2,968
| -25% | -$59K | 0.08% | 202 |
|
|
2015
Q2 | $250K | Buy |
11,667
+3,254
| +39% | +$69.7K | 0.1% | 161 |
|
|
2015
Q1 | $178K | Buy |
+8,413
| New | +$178K | 0.07% | 201 |
|