Stonehage Fleming 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,358
| Closed | -$138 | – | 186 |
|
|
2019
Q1 | $138 | Buy |
+5,358
| New | +$138 | 0.01% | 144 |
|
|
2015
Q3 | – | Sell |
-11,391
| Closed | -$244K | – | 149 |
|
|
2015
Q2 | $244K | Hold |
11,391
| – | – | 0.03% | 82 |
|
|
2015
Q1 | $241K | Sell |
11,391
-339,113
| -97% | -$7.17M | 0.03% | 91 |
|
|
2014
Q4 | $7.61M | Buy |
+350,504
| New | +$7.61M | 0.91% | 25 |
|