Investors Capital Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $1.13M | Sell |
56,281
-4,407
| -7% | -$88.4K | 0.22% | 128 |
|
2016
Q1 | $1.2M | Sell |
60,688
-3,427
| -5% | -$67.7K | 0.24% | 116 |
|
2015
Q4 | $1.34M | Buy |
64,115
+12,013
| +23% | +$251K | 0.26% | 90 |
|
2015
Q3 | $1.04M | Sell |
52,102
-2,431
| -4% | -$48.3K | 0.21% | 124 |
|
2015
Q2 | $1.17M | Buy |
54,533
+5,421
| +11% | +$116K | 0.21% | 128 |
|
2015
Q1 | $1.04M | Sell |
49,112
-194
| -0.4% | -$4.1K | 0.19% | 148 |
|
2014
Q4 | $1.07M | Buy |
49,306
+9,542
| +24% | +$207K | 0.2% | 136 |
|
2014
Q3 | $808K | Sell |
39,764
-3,828
| -9% | -$77.8K | 0.16% | 188 |
|
2014
Q2 | $870K | Buy |
43,592
+5,116
| +13% | +$102K | 0.14% | 227 |
|
2014
Q1 | $754K | Buy |
38,476
+7,050
| +22% | +$138K | 0.16% | 188 |
|
2013
Q4 | $603K | Buy |
31,426
+10,007
| +47% | +$192K | 0.14% | 217 |
|
2013
Q3 | $374K | Buy |
21,419
+1,919
| +10% | +$33.5K | 0.1% | 302 |
|
2013
Q2 | $332K | Buy |
+19,500
| New | +$332K | 0.1% | 285 |
|