YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-75
| Closed | -$2K | – | 660 |
|
|
2019
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 714 |
|
|
2019
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 713 |
|
|
2018
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 697 |
|
|
2018
Q3 | $2K | Sell |
75
-300
| -80% | -$8K | ﹤0.01% | 721 |
|
|
2018
Q2 | $10K | Hold |
375
| – | – | ﹤0.01% | 620 |
|
|
2018
Q1 | $10K | Sell |
375
-654
| -64% | -$17.4K | ﹤0.01% | 622 |
|
|
2017
Q4 | $29K | Hold |
1,029
| – | – | 0.01% | 444 |
|
|
2017
Q3 | $27K | Buy |
1,029
+669
| +186% | +$17.6K | 0.01% | 459 |
|
|
2017
Q2 | $9K | Sell |
360
-400
| -53% | -$10K | ﹤0.01% | 650 |
|
|
2017
Q1 | $18K | Buy |
760
+400
| +111% | +$9.47K | 0.01% | 534 |
|
|
2016
Q4 | $8K | Buy |
+360
| New | +$8K | ﹤0.01% | 633 |
|