Wealthcare Capital 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
Q2 | – | Sell |
-590
| Closed | -$20K | – | 685 |
|
|
2021
Q1 | $20K | Buy |
+590
| New | +$20K | ﹤0.01% | 213 |
|
|
2016
Q1 | – | Sell |
-944
| Closed | -$20K | – | 236 |
|
|
2015
Q4 | $20K | Sell |
944
-3,535
| -79% | -$74.9K | ﹤0.01% | 114 |
|
|
2015
Q3 | $89K | Sell |
4,479
-2,453
| -35% | -$48.7K | 0.01% | 71 |
|
|
2015
Q2 | $148K | Sell |
6,932
-25,764
| -79% | -$550K | 0.02% | 58 |
|
|
2015
Q1 | $692K | Buy |
+32,696
| New | +$692K | 0.08% | 36 |
|