MAS
Madden Advisory Services’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 |
-16,532
| Closed | -$508K | – | 91 |
|
|
2019
Q4 | $508K | Sell |
16,532
-314
| -2% | -$9.65K | 0.33% | 55 |
|
|
2019
Q3 | $471K | Sell |
16,846
-5,589
| -25% | -$156K | 0.34% | 58 |
|
|
2019
Q2 | $619K | Sell |
22,435
-46,295
| -67% | -$1.28M | 0.39% | 55 |
|
|
2019
Q1 | $1.77M | Hold |
68,730
| – | – | 0.95% | 35 |
|
|
2018
Q4 | $1.64M | Sell |
68,730
-5,610
| -8% | -$134K | 0.99% | 34 |
|
|
2018
Q3 | $2.05M | Hold |
74,340
| – | – | 1.24% | 28 |
|
|
2018
Q2 | $1.98M | Sell |
74,340
-177
| -0.2% | -$4.71K | 1.25% | 25 |
|
|
2018
Q1 | $2.05M | Sell |
74,517
-441
| -0.6% | -$12.2K | 1.25% | 26 |
|
|
2017
Q4 | $2.09M | Sell |
74,958
-3,581
| -5% | -$99.9K | 1.26% | 27 |
|
|
2017
Q3 | $2.03M | Buy |
78,539
+1,040
| +1% | +$26.9K | 1.28% | 28 |
|
|
2017
Q2 | $1.91M | Sell |
77,499
-1,040
| -1% | -$25.6K | 1.26% | 28 |
|
|
2017
Q1 | $1.86M | Buy |
78,539
+510
| +0.7% | +$12.1K | 1.2% | 27 |
|
|
2016
Q4 | $1.81M | Sell |
78,029
-145
| -0.2% | -$3.37K | 1.23% | 25 |
|
|
2016
Q3 | $1.51M | Hold |
78,174
| – | – | 0.93% | 34 |
|
|
2016
Q2 | $1.79M | Sell |
78,174
-150
| -0.2% | -$3.43K | 1.1% | 29 |
|
|
2016
Q1 | $1.76M | Sell |
78,324
-198
| -0.3% | -$4.45K | 1.15% | 27 |
|
|
2015
Q4 | $1.87M | Sell |
78,522
-1,690
| -2% | -$40.3K | 1.23% | 26 |
|
|
2015
Q3 | $1.82M | Sell |
80,212
-1,725
| -2% | -$39.1K | 1.19% | 24 |
|
|
2015
Q2 | $2M | Hold |
81,937
| – | – | 1.19% | 25 |
|
|
2015
Q1 | $1.98M | Sell |
81,937
-885
| -1% | -$21.3K | 1.19% | 28 |
|
|
2014
Q4 | $2.05M | Sell |
82,822
-560
| -0.7% | -$13.8K | 1.17% | 25 |
|
|
2014
Q3 | $1.93M | Sell |
83,382
-360
| -0.4% | -$8.34K | 1% | 27 |
|
|
2014
Q2 | $1.9M | Buy |
83,742
+210
| +0.3% | +$4.78K | 0.97% | 29 |
|
|
2014
Q1 | $1.87M | Buy |
83,532
+1,240
| +2% | +$27.7K | 1.02% | 28 |
|
|
2013
Q4 | $1.8M | Buy |
82,292
+4,745
| +6% | +$104K | 1.35% | 24 |
|
|
2013
Q3 | $1.54M | Buy |
77,547
+1,560
| +2% | +$31.1K | 1.35% | 25 |
|
|
2013
Q2 | $1.48M | Buy |
+75,987
| New | +$1.48M | 1.21% | 24 |
|