Lyons Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $286K | Sell |
9,329
-439
| -4% | -$13.5K | 0.84% | 11 |
|
|
2019
Q3 | $274K | Sell |
9,768
-380
| -4% | -$10.7K | 0.71% | 16 |
|
|
2019
Q2 | $281K | Sell |
10,148
-507
| -5% | -$14K | 0.67% | 17 |
|
|
2019
Q1 | $278K | Buy |
10,655
+310
| +3% | +$8.09K | 0.78% | 11 |
|
|
2018
Q4 | $247K | Sell |
10,345
-1,674
| -14% | -$40K | 0.81% | 34 |
|
|
2018
Q3 | $332K | Sell |
12,019
-639
| -5% | -$17.7K | 0.66% | 35 |
|
|
2018
Q2 | $337K | Buy |
12,658
+237
| +2% | +$6.31K | 0.48% | 33 |
|
|
2018
Q1 | $344K | Buy |
12,421
+1,060
| +9% | +$29.4K | 0.52% | 37 |
|
|
2017
Q4 | $319K | Sell |
11,361
-1,073
| -9% | -$30.1K | 0.52% | 37 |
|
|
2017
Q3 | $324K | Sell |
12,434
-680
| -5% | -$17.7K | 0.49% | 37 |
|
|
2017
Q2 | $321K | Buy |
+13,114
| New | +$321K | 0.45% | 44 |
|
|
2016
Q2 | – | Sell |
-12,932
| Closed | -$256K | – | 55 |
|
|
2016
Q1 | $256K | Sell |
12,932
-91
| -0.7% | -$1.8K | 0.37% | 38 |
|
|
2015
Q4 | $270K | Buy |
+13,023
| New | +$270K | 0.34% | 45 |
|