Kovitz Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-10,159
| Closed | -$221K | – | 113 |
|
|
2014
Q4 | $221K | Sell |
10,159
-317
| -3% | -$6.9K | 0.01% | 102 |
|
|
2014
Q3 | $213K | Hold |
10,476
| – | – | 0.01% | 97 |
|
|
2014
Q2 | $209K | Buy |
+10,476
| New | +$209K | 0.01% | 101 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 116 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 107 |
|