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Seven Post Investment Office’s Financial Select Sector SPDR Fund XLF Stock Holding History

Seven Post Investment Office’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-23,700
Closed -$548K – 44
2020
Q2 		$548K Hold
23,700
– – 0.23% 23
2020
Q1 		$493K Hold
23,700
– – 0.26% 22
2019
Q4 		$729K Buy
+23,700
New +$729K 0.53% 14