SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,299
| Closed | -$268K | – | 203 |
|
|
2017
Q1 | $268K | Sell |
11,299
-2,324
| -17% | -$55.1K | 0.04% | 171 |
|
|
2016
Q4 | $317K | Sell |
13,623
-1,002
| -7% | -$23.3K | 0.05% | 161 |
|
|
2016
Q3 | $282K | Buy |
14,625
+1,292
| +10% | +$24.9K | 0.04% | 168 |
|
|
2016
Q2 | $267K | Hold |
13,333
| – | – | 0.04% | 174 |
|
|
2016
Q1 | $263K | Sell |
13,333
-3,132
| -19% | -$61.8K | 0.04% | 176 |
|
|
2015
Q4 | $344K | Sell |
16,465
-4,329
| -21% | -$90.4K | 0.06% | 175 |
|
|
2015
Q3 | $414K | Sell |
20,794
-3,047
| -13% | -$60.7K | 0.08% | 158 |
|
|
2015
Q2 | $510K | Buy |
23,841
+147
| +0.6% | +$3.15K | 0.09% | 154 |
|
|
2015
Q1 | $501K | Buy |
+23,694
| New | +$501K | 0.09% | 158 |
|