Longfellow Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,808
| Closed | -$218K | – | 89 |
|
|
2017
Q4 | $218K | Buy |
+7,808
| New | +$218K | 0.05% | 72 |
|
|
2017
Q1 | – | Sell |
-24,538
| Closed | -$571K | – | 59 |
|
|
2016
Q4 | $571K | Buy |
24,538
+2,596
| +12% | +$60.4K | 0.23% | 41 |
|
|
2016
Q3 | $423K | Sell |
21,942
-2,527
| -10% | -$48.7K | 0.15% | 40 |
|
|
2016
Q2 | $491K | Buy |
+24,469
| New | +$491K | 0.17% | 41 |
|