LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $34K | Hold |
1,419
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $33K | Hold |
1,419
| – | – | 0.02% | 278 |
|
|
2020
Q1 | $30K | Buy |
+1,419
| New | +$30K | 0.02% | 276 |
|
|
2014
Q2 | – | Sell |
-1,883
| Closed | -$37K | – | 228 |
|
|
2014
Q1 | $37K | Sell |
1,883
-3,292
| -64% | -$64.7K | 0.03% | 126 |
|
|
2013
Q4 | $99K | Sell |
5,175
-9,408
| -65% | -$180K | 0.07% | 84 |
|
|
2013
Q3 | $255K | Buy |
14,583
+14,582
| +1,458,200% | +$255K | 0.21% | 41 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 207 |
|