US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-14,443
| Closed | -$492K | – | 141 |
|
|
2021
Q1 | $492K | Buy |
14,443
+1,479
| +11% | +$50.4K | 0.14% | 82 |
|
|
2020
Q4 | $382K | Buy |
+12,964
| New | +$382K | 0.12% | 80 |
|
|
2016
Q2 | – | Sell |
-3,613
| Closed | -$71K | – | 404 |
|
|
2016
Q1 | $71K | Sell |
3,613
-263,405
| -99% | -$5.18M | 0.12% | 77 |
|
|
2015
Q4 | $5.59M | Sell |
267,018
-31,045
| -10% | -$649K | 5.3% | 2 |
|
|
2015
Q3 | $5.93M | Sell |
298,063
-3,898
| -1% | -$77.5K | 9.85% | 2 |
|
|
2015
Q2 | $6.46M | Sell |
301,961
-2,129
| -0.7% | -$45.6K | 6.1% | 3 |
|
|
2015
Q1 | $6.44M | Sell |
304,090
-17,734
| -6% | -$375K | 5.85% | 3 |
|
|
2014
Q4 | $6.99M | Buy |
+321,824
| New | +$6.99M | 6.24% | 2 |
|