MinichMacGregor Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,535
| Closed | -$704K | – | 121 |
|
|
2020
Q1 | $704K | Buy |
+32,535
| New | +$704K | 0.63% | 46 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$13K | – | 565 |
|
|
2017
Q4 | $13K | Buy |
+500
| New | +$13K | 0.01% | 269 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$7K | – | 541 |
|
|
2017
Q2 | $7K | Buy |
+300
| New | +$7K | 0.01% | 325 |
|
|
2016
Q2 | – | Sell |
-570
| Closed | -$11K | – | 475 |
|
|
2016
Q1 | $11K | Buy |
+570
| New | +$11K | 0.01% | 240 |
|