Peloton Wealth Strategists’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 |
-13,105
| Closed | -$362K | – | 72 |
|
|
2019
Q2 | $362K | Hold |
13,105
| – | – | 0.24% | 57 |
|
|
2019
Q1 | $337K | Sell |
13,105
-78,977
| -86% | -$2.03M | 0.23% | 59 |
|
|
2018
Q4 | $2.19M | Buy |
92,082
+2,132
| +2% | +$50.8K | 1.78% | 27 |
|
|
2018
Q3 | $2.48M | Buy |
+89,950
| New | +$2.48M | 1.71% | 27 |
|
|
2018
Q1 | – | Sell |
-97,117
| Closed | -$2.71M | – | 68 |
|
|
2017
Q4 | $2.71M | Buy |
+97,117
| New | +$2.71M | 2.02% | 20 |
|