9258 Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $769K | Buy |
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|
2024
Q1 | $613K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $1.09M | Buy |
|
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|
2021
Q4 | $1.09M | Buy |
|
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|
2021
Q3 | $982K | Buy |
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|
2021
Q2 | $912K | Buy |
|
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|
2021
Q1 | $772K | Sell |
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|
2020
Q4 | $698K | Hold |
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|
2020
Q3 | $565K | Sell |
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|
2020
Q2 | $554K | Buy |
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|
2020
Q1 | $262K | Buy |
|