IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-338,494
| Closed | -$6.73M | – | 104 |
|
|
2015
Q3 | $6.73M | Buy |
+338,494
| New | +$6.73M | 4.48% | 7 |
|
|
2015
Q2 | – | Sell |
-346,043
| Closed | -$7.32M | – | 80 |
|
|
2015
Q1 | $7.32M | Buy |
346,043
+261,156
| +308% | +$5.53M | 5.72% | 4 |
|
|
2014
Q4 | $18.4K | Sell |
84,887
-264,465
| -76% | -$57.4K | 1.86% | 11 |
|
|
2014
Q3 | $7.11M | Buy |
349,352
+161,258
| +86% | +$3.28M | 9.07% | 3 |
|
|
2014
Q2 | $3.76M | Sell |
188,094
-4,866
| -3% | -$97.1K | 3.32% | 9 |
|
|
2014
Q1 | $3.78M | Buy |
192,960
+2,608
| +1% | +$51.1K | 2.88% | 10 |
|
|
2013
Q4 | $3.65M | Buy |
+190,352
| New | +$3.65M | 3.73% | 10 |
|