Rowland Carmichael 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
Q4 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 351 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$12K | – | 364 |
|
|
2019
Q4 | $12K | Hold |
400
| – | – | ﹤0.01% | 337 |
|
|
2019
Q3 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 337 |
|
|
2016
Q2 | – | Sell |
-6,031
| Closed | -$119K | – | 316 |
|
|
2016
Q1 | $119K | Buy |
+6,031
| New | +$119K | 0.11% | 149 |
|