BDO Wealth Advisors’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
Q2 | $216K | Buy |
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|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $252K | Hold |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $200K | Buy |
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|
2021
Q2 | $188K | Sell |
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|
2021
Q1 | $235K | Buy |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $118K | Sell |
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|
2020
Q2 | $152K | Buy |
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|
2020
Q1 | $120K | Buy |
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|
2019
Q4 | $74K | Hold |
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|
2019
Q3 | $68K | Hold |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $89K | Sell |
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|
2018
Q3 | $148K | Sell |
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|
2018
Q2 | $146K | Buy |
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|
2018
Q1 | $149K | Buy |
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|
2017
Q4 | $149K | Buy |
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|
2017
Q3 | $66K | Sell |
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|
2017
Q2 | $74K | Buy |
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