Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-520,093
| Closed | -$14.5M | – | 31 |
|
|
2017
Q4 | $14.5M | Buy |
+520,093
| New | +$14.5M | 7.47% | 9 |
|
|
2017
Q3 | – | Sell |
-358,677
| Closed | -$8.51M | – | 34 |
|
|
2017
Q2 | $8.51M | Hold |
358,677
| – | – | 5.47% | 9 |
|
|
2017
Q1 | $8.51M | Sell |
358,677
-30,099
| -8% | -$714K | 5.47% | 9 |
|
|
2016
Q4 | $9.04M | Buy |
+388,776
| New | +$9.04M | 5.54% | 9 |
|
|
2016
Q1 | – | Sell |
-911
| Closed | -$19K | – | 215 |
|
|
2015
Q4 | $19K | Buy |
+911
| New | +$19K | 0.01% | 80 |
|