StrategIQ 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,164
| Closed | -$436K | – | 200 |
|
|
2019
Q4 | $436K | Buy |
14,164
+1,333
| +10% | +$41K | 0.11% | 143 |
|
|
2019
Q3 | $359K | Sell |
12,831
-5,041
| -28% | -$141K | 0.1% | 149 |
|
|
2019
Q2 | $493K | Buy |
17,872
+9
| +0.1% | +$248 | 0.14% | 130 |
|
|
2019
Q1 | $459K | Sell |
17,863
-6,911
| -28% | -$178K | 0.14% | 128 |
|
|
2018
Q4 | $590K | Sell |
24,774
-6,884
| -22% | -$164K | 0.2% | 102 |
|
|
2018
Q3 | $873K | Buy |
31,658
+1,927
| +6% | +$53.1K | 0.28% | 87 |
|
|
2018
Q2 | $791K | Buy |
29,731
+11,983
| +68% | +$319K | 0.27% | 86 |
|
|
2018
Q1 | $489K | Buy |
17,748
+1,530
| +9% | +$42.2K | 0.19% | 98 |
|
|
2017
Q4 | $453K | Buy |
16,218
+745
| +5% | +$20.8K | 0.18% | 104 |
|
|
2017
Q3 | $400K | Sell |
15,473
-987
| -6% | -$25.5K | 0.16% | 95 |
|
|
2017
Q2 | $406K | Buy |
+16,460
| New | +$406K | 0.17% | 95 |
|