Johanson Financial Advisors’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
2020
Q1
Sell
-59,481
Closed -$1.93M 253
2019
Q4
$1.93M Buy
+59,481
New +$1.93M 0.09% 103
2016
Q2
Sell
-10,312
Closed -$203K 74
2016
Q1
$203K Sell
10,312
-2,980
-22% -$58.7K 0.25% 66
2015
Q4
$278K Buy
+13,292
New +$278K 0.36% 57