Planning Solutions 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
2019
Q2
$673K Sell
24,400
-677
-3% -$18.7K 0.35% 59
2019
Q1
$645K Sell
25,077
-1,752
-7% -$45.1K 0.35% 59
2018
Q4
$639K Buy
+26,829
New +$639K 0.39% 52