Mosaic Family Wealth’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 |
-120
| Closed | -$3K | – | 609 |
|
|
2019
Q1 | $3K | Sell |
120
-950
| -89% | -$23.8K | ﹤0.01% | 627 |
|
|
2018
Q4 | $25K | Hold |
1,070
| – | – | 0.01% | 401 |
|
|
2018
Q3 | $29K | Sell |
1,070
-485
| -31% | -$13.1K | 0.01% | 388 |
|
|
2018
Q2 | $41K | Hold |
1,555
| – | – | 0.02% | 338 |
|
|
2018
Q1 | $43K | Hold |
1,555
| – | – | 0.02% | 329 |
|
|
2017
Q4 | $43K | Buy |
1,555
+1,027
| +195% | +$28.4K | 0.02% | 349 |
|
|
2017
Q3 | $14K | Buy |
+528
| New | +$14K | 0.01% | 526 |
|