Welch Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-235,670
| Closed | -$6.5M | – | 38 |
|
|
2018
Q3 | $6.5M | Hold |
235,670
| – | – | 2.13% | 14 |
|
|
2018
Q2 | $6.27M | Hold |
235,670
| – | – | 2.15% | 13 |
|
|
2018
Q1 | $6.5M | Buy |
235,670
+118,760
| +102% | +$3.27M | 2.23% | 12 |
|
|
2017
Q4 | $3.26M | Hold |
116,910
| – | – | 1.16% | 29 |
|
|
2017
Q3 | $3.02M | Buy |
+116,910
| New | +$3.02M | 1.02% | 37 |
|
|
2013
Q3 | – | Sell |
-228
| Closed | -$4K | – | 54 |
|
|
2013
Q2 | $4K | Buy |
+228
| New | +$4K | ﹤0.01% | 58 |
|