LVW Advisors’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 | – | Sell |
-10,400
| Closed | -$241K | – | 230 |
|
|
2020
Q2 | $241K | Buy |
+10,400
| New | +$241K | 0.06% | 166 |
|
|
2019
Q4 | – | Sell |
-7,825
| Closed | -$219K | – | 200 |
|
|
2019
Q3 | $219K | Sell |
7,825
-1,072
| -12% | -$30K | 0.05% | 155 |
|
|
2019
Q2 | $246K | Sell |
8,897
-710
| -7% | -$19.6K | 0.07% | 136 |
|
|
2019
Q1 | $247K | Buy |
9,607
+1,091
| +13% | +$28.1K | 0.07% | 157 |
|
|
2018
Q4 | $203K | Hold |
8,516
| – | – | 0.07% | 153 |
|
|
2018
Q3 | $235K | Buy |
+8,516
| New | +$235K | 0.07% | 146 |
|