Walled Lake Planning & Wealth Management’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
Q4 | – | Sell |
-545
| Closed | -$20K | – | 316 |
|
|
2021
Q3 | $20K | Sell |
545
-99
| -15% | -$3.63K | 0.01% | 222 |
|
|
2021
Q2 | $24K | Buy |
644
+1
| +0.2% | +$37 | 0.02% | 196 |
|
|
2021
Q1 | $22K | Buy |
643
+1
| +0.2% | +$34 | 0.02% | 190 |
|
|
2020
Q4 | $19K | Buy |
642
+1
| +0.2% | +$30 | 0.01% | 184 |
|
|
2020
Q3 | $15K | Sell |
641
-41
| -6% | -$959 | 0.01% | 194 |
|
|
2020
Q2 | $16K | Buy |
682
+1
| +0.1% | +$23 | 0.01% | 172 |
|
|
2020
Q1 | $14K | Buy |
681
+1
| +0.1% | +$21 | 0.01% | 168 |
|
|
2019
Q4 | $21K | Buy |
+680
| New | +$21K | 0.02% | 160 |
|