Wealth & Pension Services Group’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
Q3 | $1.23M | Sell |
43,974
-425
| -1% | -$11.9K | 0.89% | 33 |
|
|
2019
Q2 | $1.23M | Buy |
44,399
+2,211
| +5% | +$61K | 0.89% | 33 |
|
|
2019
Q1 | $1.09M | Sell |
42,188
-1,460
| -3% | -$37.5K | 0.84% | 37 |
|
|
2018
Q4 | $1.04M | Buy |
43,648
+3,018
| +7% | +$71.9K | 0.94% | 37 |
|
|
2018
Q3 | $1.12M | Sell |
40,630
-5,133
| -11% | -$142K | 1.13% | 25 |
|
|
2018
Q2 | $1.22M | Buy |
+45,763
| New | +$1.22M | 1.54% | 16 |
|