Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $441K | Sell |
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|
2021
Q3 | $442K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $216K | Hold |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $247K | Sell |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $277K | Sell |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $318K | Sell |
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|
2016
Q4 | $331K | Buy |
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