Riverstone Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-25,984
| Closed | -$800K | – | 44 |
|
2019
Q4 | $800K | Buy |
25,984
+3
| +0% | +$92 | 0.6% | 25 |
|
2019
Q3 | $727K | Sell |
25,981
-186
| -0.7% | -$5.21K | 0.56% | 26 |
|
2019
Q2 | $722K | Sell |
26,167
-3,443
| -12% | -$95K | 0.56% | 27 |
|
2019
Q1 | $761K | Sell |
29,610
-7,500
| -20% | -$193K | 0.64% | 26 |
|
2018
Q4 | $884K | Buy |
+37,110
| New | +$884K | 0.88% | 22 |
|