Jackson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-71,700
| Closed | -$1.98M | – | 38 |
|
|
2019
Q2 | $1.98M | Buy |
71,700
+41,644
| +139% | +$1.15M | 1.29% | 21 |
|
|
2019
Q1 | $773K | Buy |
30,056
+3,806
| +14% | +$97.9K | 0.51% | 26 |
|
|
2018
Q4 | $625K | Sell |
26,250
-1,230
| -4% | -$29.3K | 0.69% | 21 |
|
|
2018
Q3 | $758K | Sell |
27,480
-25
| -0.1% | -$690 | 0.6% | 23 |
|
|
2018
Q2 | $731K | Sell |
27,505
-4,380
| -14% | -$116K | 0.65% | 22 |
|
|
2018
Q1 | $879K | Sell |
31,885
-625
| -2% | -$17.2K | 0.81% | 22 |
|
|
2017
Q4 | $907K | Buy |
+32,510
| New | +$907K | 0.83% | 21 |
|