Taylor Hoffman 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
Q3 | – | Sell |
-1,250
| Closed | -$29K | – | 376 |
|
|
2020
Q2 | $29K | Buy |
+1,250
| New | +$29K | 0.02% | 231 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$38K | – | 398 |
|
|
2019
Q4 | $38K | Hold |
1,250
| – | – | 0.02% | 226 |
|
|
2019
Q3 | $35K | Hold |
1,250
| – | – | 0.02% | 230 |
|
|
2019
Q2 | $35K | Hold |
1,250
| – | – | 0.03% | 216 |
|
|
2019
Q1 | $32K | Hold |
1,250
| – | – | 0.02% | 224 |
|
|
2018
Q4 | $30K | Hold |
1,250
| – | – | 0.03% | 210 |
|
|
2018
Q3 | $34K | Hold |
1,250
| – | – | 0.03% | 211 |
|
|
2018
Q2 | $33K | Hold |
1,250
| – | – | 0.03% | 204 |
|
|
2018
Q1 | $34K | Hold |
1,250
| – | – | 0.03% | 209 |
|
|
2017
Q4 | $35K | Buy |
+1,250
| New | +$35K | 0.03% | 208 |
|