Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-81,524
| Closed | -$1.89M | – | 101 |
|
|
2020
Q2 | $1.89M | Buy |
+81,524
| New | +$1.89M | 1.11% | 49 |
|
|
2018
Q4 | – | Sell |
-76,243
| Closed | -$2.1M | – | 311 |
|
|
2018
Q3 | $2.1M | Buy |
76,243
+7,843
| +11% | +$216K | 1.18% | 45 |
|
|
2018
Q2 | $1.82M | Sell |
68,400
-111,062
| -62% | -$2.95M | 1.26% | 39 |
|
|
2018
Q1 | $4.84M | Buy |
179,462
+1,927
| +1% | +$51.9K | 3.31% | 5 |
|
|
2017
Q4 | $4.96M | Buy |
+177,535
| New | +$4.96M | 3.5% | 5 |
|