WESPAC 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 |
-8,437
| Closed | -$287K | – | 173 |
|
|
2021
Q1 | $287K | Buy |
+8,437
| New | +$287K | 0.21% | 126 |
|
|
2014
Q1 | – | Sell |
-85,013
| Closed | -$1.63M | – | 158 |
|
|
2013
Q4 | $1.63M | Buy |
85,013
+18,522
| +28% | +$355K | 1.36% | 19 |
|
|
2013
Q3 | $1.16M | Buy |
66,491
+4,641
| +8% | +$81.1K | 1.35% | 23 |
|
|
2013
Q2 | $1.06M | Buy |
+61,850
| New | +$1.06M | 1.6% | 22 |
|