Wealthstreet Investment Advisors’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 |
-22,591
| Closed | -$769K | – | 331 |
|
|
2021
Q1 | $769K | Hold |
22,591
| – | – | 0.08% | 199 |
|
|
2020
Q4 | $666K | Sell |
22,591
-2,500
| -10% | -$73.7K | 0.07% | 209 |
|
|
2020
Q3 | $604K | Hold |
25,091
| – | – | 0.07% | 199 |
|
|
2020
Q2 | $581K | Hold |
25,091
| – | – | 0.07% | 190 |
|
|
2020
Q1 | $522K | Sell |
25,091
-283
| -1% | -$5.89K | 0.08% | 180 |
|
|
2019
Q4 | $781K | Hold |
25,374
| – | – | 0.09% | 179 |
|
|
2019
Q3 | $732K | Sell |
25,374
-885
| -3% | -$25.5K | 0.09% | 174 |
|
|
2019
Q2 | $725K | Sell |
26,259
-550
| -2% | -$15.2K | 0.09% | 175 |
|
|
2019
Q1 | $689K | Sell |
26,809
-100
| -0.4% | -$2.57K | 0.09% | 184 |
|
|
2018
Q4 | $697K | Hold |
26,909
| – | – | 0.1% | 177 |
|
|
2018
Q3 | $742K | Hold |
26,909
| – | – | 0.09% | 194 |
|
|
2018
Q2 | $716K | Hold |
26,909
| – | – | 0.09% | 190 |
|
|
2018
Q1 | $742K | Buy |
26,909
+1,185
| +5% | +$32.7K | 0.09% | 186 |
|
|
2017
Q4 | $718K | Buy |
+25,724
| New | +$718K | 0.09% | 190 |
|