Wealth Management Associates’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
Q3 | – | Sell |
-8,975
| Closed | -$208K | – | 164 |
|
|
2020
Q2 | $208K | Buy |
+8,975
| New | +$208K | 0.18% | 139 |
|
|
2020
Q1 | – | Sell |
-10,777
| Closed | -$332K | – | 152 |
|
|
2019
Q4 | $332K | Hold |
10,777
| – | – | 0.24% | 96 |
|
|
2019
Q3 | $302K | Sell |
10,777
-413
| -4% | -$11.6K | 0.24% | 100 |
|
|
2019
Q2 | $309K | Sell |
11,190
-109
| -1% | -$3.01K | 0.31% | 67 |
|
|
2019
Q1 | $290K | Sell |
11,299
-1,147
| -9% | -$29.5K | 0.32% | 69 |
|
|
2018
Q4 | $296K | Buy |
+12,446
| New | +$296K | 0.4% | 58 |
|