Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,799
| Closed | -$100K | – | 283 |
|
|
2015
Q4 | $100K | Buy |
+4,799
| New | +$100K | 0.03% | 278 |
|
|
2015
Q3 | – | Sell |
-4,799
| Closed | -$103K | – | 304 |
|
|
2015
Q2 | $103K | Hold |
4,799
| – | – | 0.03% | 308 |
|
|
2015
Q1 | $102K | Hold |
4,799
| – | – | 0.03% | 298 |
|
|
2014
Q4 | $104K | Buy |
+4,799
| New | +$104K | 0.03% | 289 |
|