Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-45,004
| Closed | -$1.76M | – | 239 |
|
|
2021
Q4 | $1.76M | Buy |
45,004
+1,733
| +4% | +$67.7K | 0.13% | 76 |
|
|
2021
Q3 | $1.62M | Buy |
43,271
+20,402
| +89% | +$766K | 0.14% | 81 |
|
|
2021
Q2 | $839K | Buy |
+22,869
| New | +$839K | 0.07% | 125 |
|
|
2019
Q2 | – | Sell |
-23,012
| Closed | -$592K | – | 219 |
|
|
2019
Q1 | $592K | Buy |
+23,012
| New | +$592K | 0.11% | 117 |
|
|
2018
Q4 | – | Sell |
-47,903
| Closed | -$1.32M | – | 219 |
|
|
2018
Q3 | $1.32M | Buy |
47,903
+15,462
| +48% | +$426K | 0.28% | 62 |
|
|
2018
Q2 | $863K | Buy |
+32,441
| New | +$863K | 0.2% | 82 |
|
|
2017
Q2 | – | Sell |
-47,803
| Closed | -$1.13M | – | 141 |
|
|
2017
Q1 | $1.13M | Buy |
47,803
+10,403
| +28% | +$247K | 0.28% | 75 |
|
|
2016
Q4 | $870K | Buy |
+37,400
| New | +$870K | 0.24% | 80 |
|
|
2014
Q1 | – | Sell |
-79,854
| Closed | -$1.53M | – | 95 |
|
|
2013
Q4 | $1.53M | Hold |
79,854
| – | – | 0.65% | 37 |
|
|
2013
Q3 | $1.4M | Hold |
79,854
| – | – | 0.73% | 34 |
|
|
2013
Q2 | $1.36M | Buy |
+79,854
| New | +$1.36M | 1.78% | 18 |
|