Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $97.6M | Sell |
|
|||||
|
2018
Q2 | $98.2M | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $869K | Sell |
|
|||||
|
2016
Q1 | $102M | Buy |
|
|||||
|
2015
Q4 | $106M | Buy |
|
|||||
|
2015
Q3 | $99.8M | Buy |
|
|||||
|
2015
Q2 | $107M | Sell |
|
|||||
|
2015
Q1 | $106M | Sell |
|
|||||
|
2014
Q4 | $109M | Buy |
|
|||||
|
2014
Q3 | $100M | Buy |
|
|||||
|
2014
Q2 | $93.4M | Buy |
|
|||||
|
2014
Q1 | $85.9M | Buy |
|
|||||
|
2013
Q4 | $78.3M | Buy |
|
|||||
|
2013
Q3 | $68M | Buy |
|