Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $173K | Sell |
|
|||||
|
2023
Q3 | $257K | Sell |
|
|||||
|
2023
Q2 | $315K | Sell |
|
|||||
|
2023
Q1 | $353K | Sell |
|
|||||
|
2022
Q4 | $510K | Buy |
|
|||||
|
2022
Q3 | $445K | Sell |
|
|||||
|
2022
Q2 | $799K | Buy |
|
|||||
|
2022
Q1 | $448K | Buy |
|
|||||
|
2021
Q4 | $382K | Hold |
|
|||||
|
2021
Q3 | $367K | Hold |
|
|||||
|
2021
Q2 | $359K | Sell |
|
|||||
|
2021
Q1 | $337K | Hold |
|
|||||
|
2020
Q4 | $291K | Sell |
|
|||||
|
2020
Q3 | $267K | Sell |
|
|||||
|
2020
Q2 | $296K | Buy |
|
|||||
|
2020
Q1 | $109K | Buy |
|
|||||
|
2019
Q3 | $825K | Sell |
|
|||||
|
2019
Q2 | $852K | Buy |
|
|||||
|
2019
Q1 | $728K | Sell |
|
|||||
|
2018
Q4 | $2.61M | Buy |
|
|||||
|
2018
Q3 | $22K | Hold |
|
|||||
|
2018
Q2 | $21K | Hold |
|
|||||
|
2018
Q1 | $22K | Hold |
|
|||||
|
2017
Q4 | $22K | Hold |
|
|||||
|
2017
Q3 | $21K | Hold |
|
|||||
|
2017
Q2 | $20K | Hold |
|
|||||
|
2017
Q1 | $19K | Hold |
|
|||||
|
2016
Q4 | $19K | Hold |
|
|||||
|
2016
Q3 | $15K | Sell |
|
|||||
|
2016
Q2 | $26K | Buy |
|
|||||
|
2016
Q1 | $18K | Sell |
|
|||||
|
2015
Q4 | $24K | Hold |
|
|||||
|
2015
Q3 | $22K | Hold |
|
|||||
|
2015
Q2 | $24K | Sell |
|
|||||
|
2015
Q1 | $29K | Hold |
|
|||||
|
2014
Q4 | $30K | Hold |
|
|||||
|
2014
Q3 | $28K | Sell |
|
|||||
|
2014
Q2 | $56K | Hold |
|
|||||
|
2014
Q1 | $55K | Hold |
|
|||||
|
2013
Q4 | $54K | Sell |
|
|||||
|
2013
Q3 | $55K | Hold |
|
|||||
|
2013
Q2 | $53K | Buy |
|