Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $931K | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $956K | Sell |
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|
2021
Q2 | $972K | Hold |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $327K | Sell |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $1.69M | Sell |
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|
2019
Q3 | $1.57M | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $2.77M | Sell |
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|
2018
Q4 | $2.75M | Buy |
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|
2018
Q3 | $683K | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $280K | Sell |
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|
2017
Q4 | $283K | Buy |
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