Triangle Peak Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-69,644
| Closed | -$1.49M | – | 34 |
|
|
2015
Q2 | $1.49M | Sell |
69,644
-22,669
| -25% | -$485K | 2.33% | 11 |
|
|
2015
Q1 | $1.95M | Sell |
92,313
-11,631
| -11% | -$246K | 2.97% | 9 |
|
|
2014
Q4 | $2.26M | Buy |
103,944
+1,502
| +1% | +$32.6K | 3.2% | 9 |
|
|
2014
Q3 | $2.08M | Sell |
102,442
-7,077
| -6% | -$144K | 2.12% | 9 |
|
|
2014
Q2 | $2.19M | Sell |
109,519
-17,324
| -14% | -$346K | 1.96% | 11 |
|
|
2014
Q1 | $2.49M | Buy |
126,843
+38,705
| +44% | +$759K | 2.25% | 12 |
|
|
2013
Q4 | $1.69M | Buy |
+88,138
| New | +$1.69M | 1.61% | 14 |
|