Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-19,490
| Closed | -$664K | – | 210 |
|
|
2021
Q1 | $664K | Buy |
+19,490
| New | +$664K | 0.05% | 130 |
|
|
2020
Q1 | – | Sell |
-16,545
| Closed | -$509K | – | 212 |
|
|
2019
Q4 | $509K | Sell |
16,545
-109,500
| -87% | -$3.37M | 0.05% | 149 |
|
|
2019
Q3 | $3.53M | Buy |
+126,045
| New | +$3.53M | 0.36% | 70 |
|
|
2017
Q4 | – | Sell |
-12,245
| Closed | -$317K | – | 199 |
|
|
2017
Q3 | $317K | Sell |
12,245
-12,265
| -50% | -$318K | 0.04% | 157 |
|
|
2017
Q2 | $605K | Buy |
+24,510
| New | +$605K | 0.08% | 131 |
|
|
2016
Q4 | – | Sell |
-31,630
| Closed | -$610K | – | 193 |
|
|
2016
Q3 | $610K | Buy |
+31,630
| New | +$610K | 0.09% | 129 |
|