TWM
Torch Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $253K | Buy |
8,232
+155
| +2% | +$4.76K | 0.14% | 99 |
|
|
2019
Q3 | $226K | Buy |
8,077
+6
| +0.1% | +$168 | 0.13% | 101 |
|
|
2019
Q2 | $223K | Sell |
8,071
-593
| -7% | -$16.4K | 0.13% | 97 |
|
|
2019
Q1 | $223K | Sell |
8,664
-170
| -2% | -$4.38K | 0.14% | 98 |
|
|
2018
Q4 | $210K | Buy |
8,834
+7
| +0.1% | +$166 | 0.15% | 91 |
|
|
2018
Q3 | $243K | Buy |
8,827
+5
| +0.1% | +$138 | 0.15% | 95 |
|
|
2018
Q2 | $235K | Sell |
8,822
-95
| -1% | -$2.53K | 0.15% | 96 |
|
|
2018
Q1 | $246K | Buy |
8,917
+1,105
| +14% | +$30.5K | 0.16% | 93 |
|
|
2017
Q4 | $218K | Buy |
+7,812
| New | +$218K | 0.13% | 103 |
|
|
2016
Q2 | – | Sell |
-6,437
| Closed | -$145K | – | 102 |
|
|
2016
Q1 | $145K | Buy |
+6,437
| New | +$145K | 0.11% | 92 |
|
|
2015
Q1 | – | Sell |
-8,370
| Closed | -$207K | – | 96 |
|
|
2014
Q4 | $207K | Buy |
+8,370
| New | +$207K | 0.16% | 87 |
|
|
2014
Q3 | – | Sell |
-8,355
| Closed | -$190K | – | 236 |
|
|
2014
Q2 | $190K | Sell |
8,355
-696
| -8% | -$15.8K | 0.13% | 98 |
|
|
2014
Q1 | $202K | Buy |
9,051
+1,804
| +25% | +$40.3K | 0.15% | 89 |
|
|
2013
Q4 | $158K | Buy |
+7,247
| New | +$158K | 0.12% | 95 |
|