WBI Investments’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-102,072
| Closed | -$2.62M | – | 304 |
|
2019
Q1 | $2.62M | Buy |
+102,072
| New | +$2.62M | 0.2% | 96 |
|
2018
Q1 | – | Sell |
-59,793
| Closed | -$1.67M | – | 339 |
|
2017
Q4 | $1.67M | Buy |
+59,793
| New | +$1.67M | 0.08% | 172 |
|
2017
Q3 | – | Sell |
-30,169
| Closed | -$744K | – | 387 |
|
2017
Q2 | $744K | Buy |
30,169
+7,261
| +32% | +$179K | 0.03% | 223 |
|
2017
Q1 | $544K | Buy |
+22,908
| New | +$544K | 0.02% | 237 |
|