Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $494K | Buy |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $437K | Buy |
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|
2020
Q3 | $355K | Buy |
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|
2020
Q2 | $199K | Buy |
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|
2020
Q1 | $128K | Buy |
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|
2019
Q4 | $177K | Buy |
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|
2019
Q3 | $59K | Sell |
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|
2019
Q2 | $62K | Buy |
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|
2019
Q1 | $61K | Hold |
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|
2018
Q4 | $58K | Buy |
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|
2018
Q3 | $60K | Buy |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $66K | Buy |
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|
2017
Q4 | $66K | Hold |
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|
2017
Q3 | $58K | Hold |
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|
2017
Q2 | $55K | Hold |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $52K | Buy |
|