Secrest Blakey & Associates’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
Q1 | – | Sell |
-8,757
| Closed | -$209K | – | 127 |
|
|
2018
Q4 | $209K | Sell |
8,757
-6,177
| -41% | -$147K | 0.17% | 94 |
|
|
2018
Q3 | $412K | Sell |
14,934
-1,067
| -7% | -$29.4K | 0.32% | 67 |
|
|
2018
Q2 | $425K | Sell |
16,001
-1,315
| -8% | -$34.9K | 0.33% | 69 |
|
|
2018
Q1 | $477K | Hold |
17,316
| – | – | 0.41% | 68 |
|
|
2017
Q4 | $483K | Buy |
+17,316
| New | +$483K | 0.39% | 66 |
|