Torch Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $223K | Sell |
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|
2019
Q1 | $223K | Sell |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $243K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $246K | Buy |
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|
2017
Q4 | $218K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $145K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $207K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $190K | Sell |
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|
2014
Q1 | $202K | Buy |
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|
2013
Q4 | $158K | Buy |
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