Strategic Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.12M | Sell |
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|
2018
Q4 | $6.75M | Buy |
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|
2018
Q3 | $3.72M | Hold |
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|
2018
Q2 | $3.58M | Buy |
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|
2018
Q1 | $1.82M | Hold |
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|
2017
Q4 | $1.84M | Buy |
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|
2017
Q3 | $1.7M | Sell |
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|
2017
Q2 | $1.65M | Buy |
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|
2017
Q1 | $831K | Hold |
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|
2016
Q4 | $814K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.7M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $760K | Hold |
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|
2015
Q1 | $752K | Hold |
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|
2014
Q4 | $771K | Sell |
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|
2014
Q3 | $790K | Sell |
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|
2014
Q2 | $1.01M | Buy |
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|
2014
Q1 | $952K | Buy |
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|
2013
Q4 | $926K | Hold |
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|
2013
Q3 | $843K | Hold |
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|
2013
Q2 | $823K | Buy |
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