Weatherly Asset Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
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|
2016
Q2 | $901K | Hold |
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|
2016
Q1 | $886K | Buy |
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|
2015
Q4 | $885K | Hold |
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|
2015
Q3 | $841K | Sell |
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|
2015
Q2 | $918K | Hold |
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|
2015
Q1 | $907K | Sell |
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|
2014
Q4 | $978K | Buy |
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|
2014
Q3 | $888K | Hold |
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|
2014
Q2 | $871K | Sell |
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|
2014
Q1 | $869K | Sell |
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|
2013
Q4 | $852K | Sell |
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|
2013
Q3 | $830K | Buy |
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|
2013
Q2 | $740K | Buy |
|