Santori & Peters Inc’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 | – | Sell |
-20,981
| Closed | -$539K | – | 81 |
|
|
2019
Q1 | $539K | Buy |
20,981
+619
| +3% | +$15.9K | 0.45% | 26 |
|
|
2018
Q4 | $485K | Buy |
20,362
+1,826
| +10% | +$43.5K | 0.43% | 30 |
|
|
2018
Q3 | $511K | Buy |
18,536
+4,367
| +31% | +$120K | 0.4% | 27 |
|
|
2018
Q2 | $376K | Buy |
+14,169
| New | +$376K | 0.33% | 32 |
|
|
2018
Q1 | – | Sell |
-4,541
| Closed | -$125K | – | 537 |
|
|
2017
Q4 | $125K | Buy |
+4,541
| New | +$125K | 0.11% | 64 |
|