Sunflower Bank Wealth Management’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 |
-6,979
| Closed | -$215K | – | 132 |
|
|
2019
Q4 | $215K | Sell |
6,979
-225
| -3% | -$6.93K | 0.07% | 124 |
|
|
2019
Q3 | $202K | Buy |
+7,204
| New | +$202K | 0.06% | 129 |
|
|
2017
Q3 | – | Sell |
-171,776
| Closed | -$4.24M | – | 101 |
|
|
2017
Q2 | $4.24M | Buy |
+171,776
| New | +$4.24M | 1.44% | 14 |
|
|
2016
Q4 | – | Sell |
-82,863
| Closed | -$1.6M | – | 91 |
|
|
2016
Q3 | $1.6M | Buy |
+82,863
| New | +$1.6M | 0.58% | 35 |
|
|
2015
Q1 | – | Sell |
-185,406
| Closed | -$4.02M | – | 102 |
|
|
2014
Q4 | $4.02M | Buy |
185,406
+12,459
| +7% | +$270K | 1.28% | 15 |
|
|
2014
Q3 | $3.52M | Buy |
+172,947
| New | +$3.52M | 1.2% | 16 |
|
|
2014
Q2 | – | Sell |
-19,506
| Closed | -$383K | – | 102 |
|
|
2014
Q1 | $383K | Buy |
19,506
+1,447
| +8% | +$28.4K | 0.19% | 72 |
|
|
2013
Q4 | $347K | Sell |
18,059
-121,229
| -87% | -$2.33M | 0.18% | 68 |
|
|
2013
Q3 | $2.43M | Buy |
+139,288
| New | +$2.43M | 1.32% | 16 |
|