Avitas 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
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.46M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $2.16M | Buy |
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|
2023
Q1 | $2.04M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $667K | Sell |
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|
2021
Q3 | $645K | Sell |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $583K | Sell |
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|
2020
Q4 | $647K | Sell |
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|
2020
Q3 | $531K | Buy |
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|
2020
Q2 | $495K | Buy |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $1.39M | Sell |
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|
2019
Q3 | $1.27M | Sell |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $1.42M | Buy |
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