Bartlett & Co Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $110K | Sell |
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|
2025
Q2 | $190K | Buy |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $146K | Sell |
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|
2024
Q3 | $159K | Sell |
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|
2024
Q2 | $148K | Sell |
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|
2024
Q1 | $173K | Sell |
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|
2023
Q4 | $173K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $445K | Sell |
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|
2022
Q2 | $799K | Buy |
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|
2022
Q1 | $448K | Buy |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $907K | Hold |
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|
2019
Q3 | $825K | Sell |
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|
2019
Q2 | $852K | Buy |
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|
2019
Q1 | $728K | Sell |
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|
2018
Q4 | $2.61M | Buy |
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|
2018
Q3 | $22.1K | Hold |
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|
2018
Q2 | $21.3K | Hold |
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|
2018
Q1 | $22.1K | Buy |
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