Kavar Capital Partners Group’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 |
-525
| Closed | -$14K | – | 465 |
|
|
2019
Q2 | $14K | Buy |
+525
| New | +$14K | 0.01% | 336 |
|
|
2018
Q3 | – | Sell |
-550
| Closed | -$15K | – | 394 |
|
|
2018
Q2 | $15K | Buy |
550
+175
| +47% | +$4.77K | 0.01% | 288 |
|
|
2018
Q1 | $10K | Buy |
+375
| New | +$10K | 0.01% | 320 |
|
|
2016
Q1 | – | Sell |
-1,598
| Closed | -$33K | – | 404 |
|
|
2015
Q4 | $33K | Hold |
1,598
| – | – | 0.02% | 193 |
|
|
2015
Q3 | $31K | Sell |
1,598
-32
| -2% | -$621 | 0.02% | 197 |
|
|
2015
Q2 | $34K | Buy |
+1,630
| New | +$34K | 0.02% | 206 |
|
|
2014
Q2 | – | Sell |
-1,566
| Closed | -$30K | – | 453 |
|
|
2014
Q1 | $30K | Hold |
1,566
| – | – | 0.02% | 230 |
|
|
2013
Q4 | $30K | Buy |
+1,566
| New | +$30K | 0.03% | 220 |
|