Landsberg Bennett & Dubbaneh’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.55M | Sell |
40,619
-17,134
| -30% | -$654K | 0.2% | 110 |
|
|
2021
Q2 | $2.11M | Buy |
+57,753
| New | +$2.11M | 0.27% | 95 |
|
|
2020
Q2 | – | Sell |
-20,313
| Closed | -$407K | – | 189 |
|
|
2020
Q1 | $407K | Sell |
20,313
-9,926
| -33% | -$199K | 0.11% | 120 |
|
|
2019
Q4 | $928K | Sell |
30,239
-30,240
| -50% | -$928K | 0.22% | 112 |
|
|
2019
Q3 | $1.7M | Sell |
60,479
-1,369
| -2% | -$38.4K | 0.46% | 76 |
|
|
2019
Q2 | $1.73M | Sell |
61,848
-4,202
| -6% | -$117K | 0.45% | 80 |
|
|
2019
Q1 | $1.74M | Buy |
66,050
+17,764
| +37% | +$469K | 0.41% | 90 |
|
|
2018
Q4 | $1.15M | Buy |
+48,286
| New | +$1.15M | 0.44% | 86 |
|