Whitener Capital 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
Q4 | – | Sell |
-3,320
| Closed | -$92K | – | 446 |
|
|
2019
Q3 | $92K | Hold |
3,320
| – | – | 0.05% | 177 |
|
|
2019
Q2 | $91K | Sell |
3,320
-175
| -5% | -$4.8K | 0.05% | 180 |
|
|
2019
Q1 | $89K | Hold |
3,495
| – | – | 0.06% | 169 |
|
|
2018
Q4 | $83K | Hold |
3,495
| – | – | 0.06% | 160 |
|
|
2018
Q3 | $96K | Buy |
+3,495
| New | +$96K | 0.06% | 156 |
|
|
2018
Q2 | – | Sell |
-3,595
| Closed | -$99K | – | 418 |
|
|
2018
Q1 | $99K | Sell |
3,595
-300
| -8% | -$8.26K | 0.08% | 145 |
|
|
2017
Q4 | $108K | Buy |
+3,895
| New | +$108K | 0.09% | 142 |
|