LFS
Legacy Financial Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,075
| Closed | -$266K | – | 66 |
|
|
2021
Q3 | $266K | Hold |
7,075
| – | – | 0.13% | 58 |
|
|
2021
Q2 | $260K | Sell |
7,075
-80
| -1% | -$2.94K | 0.12% | 56 |
|
|
2021
Q1 | $244K | Hold |
7,155
| – | – | 0.13% | 58 |
|
|
2020
Q4 | $211K | Buy |
+7,155
| New | +$211K | 0.11% | 64 |
|
|
2020
Q1 | – | Sell |
-18,055
| Closed | -$556K | – | 64 |
|
|
2019
Q4 | $556K | Buy |
18,055
+573
| +3% | +$17.6K | 0.45% | 44 |
|
|
2019
Q3 | $503K | Sell |
17,482
-25,919
| -60% | -$746K | 0.45% | 44 |
|
|
2019
Q2 | $1.22M | Buy |
43,401
+1,165
| +3% | +$32.8K | 1.14% | 9 |
|
|
2019
Q1 | $1.09M | Sell |
42,236
-31,799
| -43% | -$818K | 0.93% | 11 |
|
|
2018
Q4 | $1.76M | Sell |
74,035
-24,224
| -25% | -$577K | 1.75% | 11 |
|
|
2018
Q3 | $2.63M | Buy |
98,259
+22,063
| +29% | +$590K | 2.67% | 8 |
|
|
2018
Q2 | $2.03M | Buy |
76,196
+1,464
| +2% | +$38.9K | 1.81% | 9 |
|
|
2018
Q1 | $2.06M | Sell |
74,732
-12,462
| -14% | -$344K | 2.01% | 10 |
|
|
2017
Q4 | $2.43M | Buy |
+87,194
| New | +$2.43M | 2.59% | 10 |
|