TrueWealth LLC’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
Q2 | $34K | Hold |
1,464
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $30K | Hold |
1,464
| – | – | 0.01% | 309 |
|
|
2019
Q4 | $45K | Hold |
1,464
| – | – | 0.02% | 287 |
|
|
2019
Q3 | $41K | Hold |
1,464
| – | – | 0.02% | 287 |
|
|
2019
Q2 | $40K | Sell |
1,464
-1,779
| -55% | -$48.6K | 0.02% | 290 |
|
|
2019
Q1 | $83K | Buy |
3,243
+886
| +38% | +$22.7K | 0.04% | 217 |
|
|
2018
Q4 | $56K | Hold |
2,357
| – | – | 0.03% | 237 |
|
|
2018
Q3 | $65K | Hold |
2,357
| – | – | 0.03% | 234 |
|
|
2018
Q2 | $63K | Sell |
2,357
-143
| -6% | -$3.82K | 0.03% | 235 |
|
|
2018
Q1 | $69K | Sell |
2,500
-179
| -7% | -$4.94K | 0.03% | 229 |
|
|
2017
Q4 | $75K | Buy |
+2,679
| New | +$75K | 0.04% | 241 |
|