Appleton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $292K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $318K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $420K | Sell |
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|
2019
Q3 | $486K | Sell |
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|
2019
Q2 | $484K | Sell |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $680K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $682K | Buy |
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|
2017
Q4 | $669K | Sell |
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|
2017
Q3 | $629K | Buy |
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|
2017
Q2 | $569K | Buy |
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|
2017
Q1 | $427K | Buy |
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|
2016
Q4 | $234K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $209K | Sell |
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|
2014
Q2 | $225K | Buy |
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|
2014
Q1 | $219K | Buy |
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