Ascent Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $2.42M | Buy |
|
|||||
|
2019
Q3 | $2.18M | Buy |
|
|||||
|
2019
Q2 | $2.09M | Buy |
|
|||||
|
2019
Q1 | $1.81M | Buy |
|
|||||
|
2018
Q4 | $1.43M | Sell |
|
|||||
|
2018
Q3 | $2.22M | Sell |
|
|||||
|
2018
Q2 | $5.29M | Buy |
|
|||||
|
2018
Q1 | $5.42M | Buy |
|
|||||
|
2017
Q4 | $2.42M | Buy |
|
|||||
|
2017
Q3 | $2.19M | Buy |
|
|||||
|
2017
Q2 | $2.05M | Sell |
|
|||||
|
2017
Q1 | $1.99M | Sell |
|
|||||
|
2016
Q4 | $1.95M | Buy |
|
|||||
|
2016
Q3 | $1.51M | Sell |
|
|||||
|
2016
Q2 | $1.82M | Buy |
|
|||||
|
2016
Q1 | $1.79M | Buy |
|
|||||
|
2015
Q4 | $1.87M | Buy |
|
|||||
|
2015
Q3 | $1.77M | Buy |
|
|||||
|
2015
Q2 | $1.83M | Buy |
|
|||||
|
2015
Q1 | $1.76M | Buy |
|
|||||
|
2014
Q4 | $1.78M | Buy |
|
|||||
|
2014
Q3 | $1.56M | Hold |
|
|||||
|
2014
Q2 | $1.53M | Buy |
|
|||||
|
2014
Q1 | $1.49M | Buy |
|
|||||
|
2013
Q4 | $1.42M | Buy |
|