Squar Milner Financial Services’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
Q3 | – | Sell |
-9,439
| Closed | -$218K | – | 200 |
|
|
2020
Q2 | $218K | Buy |
9,439
+914
| +11% | +$21.1K | 0.12% | 191 |
|
|
2020
Q1 | $177K | Hold |
8,525
| – | – | 0.11% | 178 |
|
|
2019
Q4 | $262K | Buy |
8,525
+84
| +1% | +$2.58K | 0.13% | 161 |
|
|
2019
Q3 | $203K | Sell |
8,441
-84
| -1% | -$2.02K | 0.1% | 211 |
|
|
2019
Q2 | $235K | Hold |
8,525
| – | – | 0.16% | 143 |
|
|
2019
Q1 | $219K | Hold |
8,525
| – | – | 0.16% | 152 |
|
|
2018
Q4 | $203K | Sell |
8,525
-161
| -2% | -$3.83K | 0.2% | 133 |
|
|
2018
Q3 | $240K | Buy |
8,686
+1,739
| +25% | +$48.1K | 0.22% | 125 |
|
|
2018
Q2 | $185K | Buy |
+6,947
| New | +$185K | 0.16% | 171 |
|