LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $47K | Sell |
1,965
-155
| -7% | -$3.71K | 0.02% | 202 |
|
|
2016
Q4 | $49K | Buy |
2,120
+870
| +70% | +$20.1K | 0.03% | 192 |
|
|
2016
Q3 | $24K | Sell |
1,250
-174
| -12% | -$3.34K | 0.01% | 252 |
|
|
2016
Q2 | $29K | Hold |
1,424
| – | – | 0.02% | 233 |
|
|
2016
Q1 | $28K | Sell |
1,424
-57
| -4% | -$1.12K | 0.02% | 231 |
|
|
2015
Q4 | $31K | Hold |
1,481
| – | – | 0.02% | 237 |
|
|
2015
Q3 | $29K | Buy |
1,481
+114
| +8% | +$2.23K | 0.02% | 209 |
|
|
2015
Q2 | $29K | Hold |
1,367
| – | – | 0.02% | 195 |
|
|
2015
Q1 | $29K | Hold |
1,367
| – | – | 0.02% | 197 |
|
|
2014
Q4 | $30K | Hold |
1,367
| – | – | 0.02% | 189 |
|
|
2014
Q3 | $28K | Hold |
1,367
| – | – | 0.02% | 199 |
|
|
2014
Q2 | $27K | Hold |
1,367
| – | – | 0.02% | 182 |
|
|
2014
Q1 | $27K | Sell |
1,367
-706
| -34% | -$13.9K | 0.02% | 178 |
|
|
2013
Q4 | $40K | Buy |
+2,073
| New | +$40K | 0.03% | 169 |
|