KLS Professional Advisors 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
Q2 | – | Sell |
-9,950
| Closed | -$256K | – | 33 |
|
|
2019
Q1 | $256K | Sell |
9,950
-2,147
| -18% | -$55.2K | 0.01% | 29 |
|
|
2018
Q4 | $288K | Buy |
12,097
+14
| +0.1% | +$333 | 0.02% | 24 |
|
|
2018
Q3 | $333K | Buy |
12,083
+11
| +0.1% | +$303 | 0.05% | 21 |
|
|
2018
Q2 | $321K | Buy |
12,072
+10
| +0.1% | +$266 | 0.05% | 21 |
|
|
2018
Q1 | $333K | Sell |
12,062
-1,514
| -11% | -$41.8K | 0.05% | 17 |
|
|
2017
Q4 | $379K | Buy |
+13,576
| New | +$379K | 0.08% | 14 |
|