New Potomac Partners’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
Q3 | – | Sell |
-100
| Closed | -$3K | – | 140 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 135 |
|
|
2019
Q1 | $3K | Sell |
100
-2,550
| -96% | -$76.5K | ﹤0.01% | 135 |
|
|
2018
Q4 | $63K | Sell |
2,650
-915
| -26% | -$21.8K | 0.07% | 96 |
|
|
2018
Q3 | $98K | Sell |
3,565
-200
| -5% | -$5.5K | 0.09% | 81 |
|
|
2018
Q2 | $100K | Buy |
3,765
+440
| +13% | +$11.7K | 0.1% | 79 |
|
|
2018
Q1 | $92K | Sell |
3,325
-50
| -1% | -$1.38K | 0.09% | 82 |
|
|
2017
Q4 | $94K | Buy |
+3,375
| New | +$94K | 0.09% | 80 |
|