BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $234K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $491K | Sell |
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|
2020
Q2 | $511K | Sell |
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|
2020
Q1 | $850K | Sell |
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|
2019
Q4 | $1.85M | Hold |
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|
2019
Q3 | $1.68M | Sell |
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|
2019
Q2 | $2.02M | Hold |
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|
2019
Q1 | $1.88M | Sell |
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|
2018
Q4 | $1.78M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $222K | Hold |
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|
2014
Q2 | $218K | Sell |
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|
2014
Q1 | $233K | Sell |
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|
2013
Q4 | $261K | Buy |
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