Madrona Financial Services’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
Q2 | – | Sell |
-117,788
| Closed | -$3.03M | – | 58 |
|
2019
Q1 | $3.03M | Sell |
117,788
-8,361
| -7% | -$215K | 3.32% | 9 |
|
2018
Q4 | $3.01M | Buy |
126,149
+1,319
| +1% | +$31.4K | 2.65% | 11 |
|
2018
Q3 | $3.44M | Buy |
124,830
+3,545
| +3% | +$97.8K | 2.62% | 11 |
|
2018
Q2 | $3.23M | Sell |
121,285
-788
| -0.6% | -$21K | 2.59% | 11 |
|
2018
Q1 | $3.37M | Buy |
+122,073
| New | +$3.37M | 2.68% | 11 |
|