Mariner Wealth Advisors (Cincinnati)’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
Q3
$308K Buy
11,169
+1,913
+21% +$52.8K 0.02% 240
2018
Q2
$246K Sell
9,256
-9,200
-50% -$245K 0.01% 270
2018
Q1
$509K Sell
18,456
-308
-2% -$8.49K 0.03% 187
2017
Q4
$524K Buy
18,764
+4,588
+32% +$128K 0.03% 175
2017
Q3
$367K Buy
+14,176
New +$367K 0.02% 199