SevenBridge Financial Group’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
Q3 | – | Sell |
-1,942
| Closed | -$54K | – | 570 |
|
|
2019
Q2 | $54K | Hold |
1,942
| – | – | 0.02% | 259 |
|
|
2019
Q1 | $50K | Hold |
1,942
| – | – | 0.02% | 230 |
|
|
2018
Q4 | $46K | Hold |
1,942
| – | – | 0.03% | 212 |
|
|
2018
Q3 | $54K | Sell |
1,942
-350
| -15% | -$9.73K | 0.03% | 219 |
|
|
2018
Q2 | $61K | Hold |
2,292
| – | – | 0.03% | 216 |
|
|
2018
Q1 | $63K | Hold |
2,292
| – | – | 0.04% | 212 |
|
|
2017
Q4 | $64K | Hold |
2,292
| – | – | 0.04% | 224 |
|
|
2017
Q3 | $59K | Hold |
2,292
| – | – | 0.03% | 231 |
|
|
2017
Q2 | $57K | Hold |
2,292
| – | – | 0.03% | 241 |
|
|
2017
Q1 | $54K | Sell |
2,292
-2,293
| -50% | -$54K | 0.04% | 240 |
|
|
2016
Q4 | $89K | Hold |
4,585
| – | – | 0.06% | 207 |
|
|
2016
Q3 | $89K | Sell |
4,585
-1,075
| -19% | -$20.9K | 0.06% | 204 |
|
|
2016
Q2 | $114K | Buy |
+5,660
| New | +$114K | 0.08% | 184 |
|