Aspiriant Holdings S3’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $4.53M | Sell |
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|
2015
Q3 | $4.4M | Buy |
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|
2015
Q2 | $4.73M | Sell |
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|
2015
Q1 | $4.78M | Buy |
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|
2014
Q4 | $490K | Sell |
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|
2014
Q3 | $484K | Sell |
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|
2014
Q2 | $538K | Sell |
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|
2014
Q1 | $1.54M | Sell |
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|
2013
Q4 | $1.55M | Sell |
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|
2013
Q3 | $1.42M | Buy |
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|
2013
Q2 | $1.28M | Buy |
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