Personal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-300
| Closed | -$11K | – | 406 |
|
|
2021
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 260 |
|
|
2020
Q1 | – | Sell |
-500
| Closed | -$15K | – | 639 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $14K | Hold |
500
| – | – | 0.01% | 220 |
|
|
2019
Q2 | $14K | Buy |
+500
| New | +$14K | 0.01% | 199 |
|