Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $49K | Buy |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $68K | Sell |
|
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|
2021
Q4 | $80K | Buy |
|
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q3 | – | Sell |
|
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|
2020
Q2 | $937K | Sell |
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|
2020
Q1 | $940K | Sell |
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|
2019
Q4 | $1.65M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $64K | Sell |
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|
2019
Q1 | $139K | Buy |
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|
2018
Q4 | $111K | Buy |
|