Kiwi Wealth Investments Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-37,685
| Closed | -$1.47M | – | 271 |
|
|
2021
Q4 | $1.47M | Buy |
37,685
+1,638
| +5% | +$64K | 0.07% | 190 |
|
|
2021
Q3 | $1.35M | Buy |
+36,047
| New | +$1.35M | 0.07% | 196 |
|
|
2015
Q3 | – | Sell |
-385,961
| Closed | -$8.26M | – | 116 |
|
|
2015
Q2 | $8.26M | Sell |
385,961
-401,746
| -51% | -$8.6M | 0.88% | 47 |
|
|
2015
Q1 | $16.7M | Sell |
787,707
-681,667
| -46% | -$14.4M | 1.7% | 21 |
|
|
2014
Q4 | $31.9M | Buy |
1,469,374
+1,127,874
| +330% | +$24.5M | 3.18% | 7 |
|
|
2014
Q3 | $6.95M | Buy |
+341,500
| New | +$6.95M | 0.65% | 56 |
|