Paulson Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,902
| Closed | -$252K | – | 112 |
|
|
2019
Q2 | $252K | Sell |
8,902
-12,100
| -58% | -$343K | 0.19% | 90 |
|
|
2019
Q1 | $540K | Sell |
21,002
-6,611
| -24% | -$170K | 0.41% | 51 |
|
|
2018
Q4 | $710K | Sell |
27,613
-11,762
| -30% | -$302K | 0.59% | 41 |
|
|
2018
Q3 | $1.02M | Sell |
39,375
-1,867
| -5% | -$48.3K | 0.91% | 26 |
|
|
2018
Q2 | $1.1M | Sell |
41,242
-2,296
| -5% | -$61.1K | 1.08% | 23 |
|
|
2018
Q1 | $1.2M | Sell |
43,538
-3,501
| -7% | -$96.5K | 1.19% | 20 |
|
|
2017
Q4 | $1.31M | Buy |
+47,039
| New | +$1.31M | 1.15% | 20 |
|