Wealthspire Advisors (Maryland)’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 | $803K | Buy |
+33,373
| New | +$803K | 0.03% | 209 |
|
|
2019
Q2 | – | Sell |
-5,720
| Closed | -$147K | – | 2123 |
|
|
2019
Q1 | $147K | Sell |
5,720
-1,284
| -18% | -$33K | 0.01% | 520 |
|
|
2018
Q4 | $167K | Sell |
7,004
-3,052
| -30% | -$72.8K | 0.01% | 444 |
|
|
2018
Q3 | $277K | Sell |
10,056
-723
| -7% | -$19.9K | 0.02% | 382 |
|
|
2018
Q2 | $287K | Buy |
10,779
+1,226
| +13% | +$32.6K | 0.03% | 377 |
|
|
2018
Q1 | $263K | Sell |
9,553
-226
| -2% | -$6.22K | 0.02% | 394 |
|
|
2017
Q4 | $273K | Sell |
9,779
-1,112
| -10% | -$31K | 0.03% | 393 |
|
|
2017
Q3 | $282K | Buy |
10,891
+2,115
| +24% | +$54.8K | 0.03% | 374 |
|
|
2017
Q2 | $217K | Buy |
8,776
+4,800
| +121% | +$119K | 0.03% | 426 |
|
|
2017
Q1 | $94K | Hold |
3,976
| – | – | 0.01% | 622 |
|
|
2016
Q4 | $92K | Hold |
3,976
| – | – | 0.01% | 608 |
|
|
2016
Q3 | $77K | Buy |
3,976
+1,971
| +98% | +$38.2K | 0.01% | 653 |
|
|
2016
Q2 | $40K | Hold |
2,005
| – | – | 0.01% | 796 |
|
|
2016
Q1 | $40K | Buy |
2,005
+228
| +13% | +$4.55K | 0.01% | 760 |
|
|
2015
Q4 | $37K | Buy |
+1,777
| New | +$37K | 0.01% | 798 |
|