Weaver Consulting 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,600
| Closed | -$39K | – | 921 |
|
|
2020
Q3 | $39K | Buy |
1,600
+150
| +10% | +$3.66K | 0.02% | 295 |
|
|
2020
Q2 | $34K | Hold |
1,450
| – | – | 0.02% | 308 |
|
|
2020
Q1 | $30K | Hold |
1,450
| – | – | 0.02% | 278 |
|
|
2019
Q4 | $41K | Hold |
1,450
| – | – | 0.02% | 262 |
|
|
2019
Q3 | $41K | Hold |
1,450
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $40K | Sell |
1,450
-275
| -16% | -$7.59K | 0.02% | 246 |
|
|
2019
Q1 | $47K | Buy |
+1,725
| New | +$47K | 0.01% | 495 |
|