Cassady Schiller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $196K | Buy |
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|
2024
Q3 | $182K | Buy |
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|
2024
Q2 | $165K | Buy |
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|
2024
Q1 | $42.2K | Buy |
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|
2023
Q4 | $37.3K | Hold |
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|
2023
Q3 | $32.9K | Sell |
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|
2023
Q2 | $33.6K | Sell |
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|
2023
Q1 | $49.9K | Buy |
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|
2022
Q4 | $53K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Buy |
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