Lake Point Wealth Management’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
Q2 | $2K | Hold |
58
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $2K | Hold |
58
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 363 |
|
|
2021
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 343 |
|
|
2021
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 356 |
|
|
2020
Q1 | $7K | Hold |
332
| – | – | 0.01% | 140 |
|
|
2019
Q4 | $10K | Buy |
+332
| New | +$10K | ﹤0.01% | 275 |
|
|
2019
Q2 | $20K | Hold |
714
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $20K | Sell |
714
-206
| -22% | -$5.77K | 0.01% | 243 |
|
|
2018
Q4 | $22K | Buy |
+920
| New | +$22K | 0.01% | 338 |
|