Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $369K | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $128K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $226K | Sell |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $187K | Sell |
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|
2020
Q3 | $160K | Sell |
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|
2020
Q2 | $183K | Buy |
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|
2020
Q1 | $123K | Sell |
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|
2019
Q4 | $188K | Buy |
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