Watermark Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $59K | Hold |
2,466
| – | – | 0.03% | 81 |
|
|
2018
Q3 | $68K | Hold |
2,466
| – | – | 0.03% | 81 |
|
|
2018
Q2 | $66K | Sell |
2,466
-250
| -9% | -$6.69K | 0.03% | 80 |
|
|
2018
Q1 | $75K | Hold |
2,716
| – | – | 0.03% | 76 |
|
|
2017
Q4 | $76K | Hold |
2,716
| – | – | 0.03% | 79 |
|
|
2017
Q3 | $70K | Hold |
2,716
| – | – | 0.03% | 78 |
|
|
2017
Q2 | $67K | Hold |
2,716
| – | – | 0.03% | 83 |
|
|
2017
Q1 | $64K | Buy |
+2,716
| New | +$64K | 0.03% | 80 |
|