Laffer Tengler Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,318
| Closed | -$55.5K | – | 450 |
|
|
2024
Q1 | $55.5K | Buy |
+1,318
| New | +$55.5K | 0.01% | 240 |
|
|
2018
Q3 | – | Sell |
-5,104
| Closed | -$136K | – | 199 |
|
|
2018
Q2 | $136K | Hold |
5,104
| – | – | 0.03% | 187 |
|
|
2018
Q1 | $141K | Hold |
5,104
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $142K | Hold |
5,104
| – | – | 0.04% | 201 |
|
|
2017
Q3 | $132K | Hold |
5,104
| – | – | 0.03% | 197 |
|
|
2017
Q2 | $126K | Hold |
5,104
| – | – | 0.03% | 204 |
|
|
2017
Q1 | $121K | Hold |
5,104
| – | – | 0.03% | 204 |
|
|
2016
Q4 | $119K | Buy |
+5,104
| New | +$119K | 0.03% | 207 |
|