55I LLC’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$8.01M Sell
2022
Q2
$8.95M Sell
2022
Q1
$11.5M Buy
2021
Q4
$8.96M Buy
2021
Q3
$7.95M Buy
2021
Q2
$6.54M Buy
2021
Q1
$5.19M Buy
2020
Q4
$3.8M Sell
2020
Q3
$3.18M Sell
2020
Q2
$4.16M Buy
2020
Q1
$1.69M Sell
2019
Q4
$2.26M Buy
2019
Q3
$1.72M Buy
2019
Q2
$1.08M Buy
2019
Q1
$845K Buy
2018
Q4
$209K Buy