MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,691
| Closed | -$91K | – | 570 |
|
|
2021
Q1 | $91K | Buy |
2,691
+8
| +0.3% | +$271 | 0.04% | 123 |
|
|
2020
Q4 | $78K | Buy |
2,683
+10
| +0.4% | +$291 | 0.04% | 130 |
|
|
2020
Q3 | $64K | Buy |
2,673
+1,571
| +143% | +$37.6K | 0.03% | 134 |
|
|
2020
Q2 | $26K | Buy |
+1,102
| New | +$26K | 0.01% | 181 |
|
|
2017
Q3 | – | Sell |
-1,036
| Closed | -$26K | – | 351 |
|
|
2017
Q2 | $26K | Buy |
+1,036
| New | +$26K | 0.02% | 210 |
|