Wechter Feldman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,441
| Closed | -$261K | – | 31 |
|
|
2019
Q2 | $261K | Hold |
9,441
| – | – | 0.17% | 29 |
|
|
2019
Q1 | $243K | Sell |
9,441
-498
| -5% | -$12.8K | 0.16% | 30 |
|
|
2018
Q4 | $237K | Hold |
9,939
| – | – | 0.23% | 27 |
|
|
2018
Q3 | $274K | Hold |
9,939
| – | – | 0.17% | 33 |
|
|
2018
Q2 | $264K | Buy |
9,939
+33
| +0.3% | +$877 | 0.18% | 29 |
|
|
2018
Q1 | $273K | Hold |
9,906
| – | – | 0.19% | 25 |
|
|
2017
Q4 | $276K | Buy |
9,906
+1,651
| +20% | +$46K | 0.19% | 25 |
|
|
2017
Q3 | $213K | Sell |
8,255
-8,055
| -49% | -$208K | 0.16% | 26 |
|
|
2017
Q2 | $402K | Hold |
16,310
| – | – | 0.32% | 19 |
|
|
2017
Q1 | $387K | Buy |
+16,310
| New | +$387K | 0.27% | 25 |
|