Blue Zone 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
2022
Q2
Sell
2022
Q1
$228K Sell
2021
Q4
$500K Buy
2021
Q3
$410K Buy
2020
Q4
Sell
2020
Q3
$346K Sell
2020
Q2
$2.25M Buy
2020
Q1
$427K Buy