LGWM
Litman Gregory Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-603
| Closed | -$19K | – | 217 |
|
|
2019
Q4 | $19K | Buy |
+603
| New | +$19K | ﹤0.01% | 127 |
|
|
2018
Q4 | – | Sell |
-92
| Closed | -$3K | – | 156 |
|
|
2018
Q3 | $3K | Hold |
92
| – | – | ﹤0.01% | 109 |
|
|
2018
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 93 |
|
|
2018
Q1 | $3K | Buy |
+92
| New | +$3K | ﹤0.01% | 159 |
|