Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $288K | Sell |
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|
2017
Q1 | $3.88M | Buy |
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|
2016
Q4 | $2.3M | Sell |
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|
2016
Q3 | $2.28M | Sell |
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|
2016
Q2 | $2.72M | Buy |
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|
2016
Q1 | $2.49M | Buy |
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|
2015
Q4 | $2.47M | Buy |
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|
2015
Q3 | $2.15M | Buy |
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|
2015
Q2 | $1.67M | Sell |
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|
2015
Q1 | $452K | Buy |
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|
2014
Q4 | $1.79M | Sell |
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|
2014
Q3 | $2.02M | Buy |
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|
2014
Q2 | $1.89M | Sell |
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|
2014
Q1 | $2.33M | Buy |
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|
2013
Q4 | $2.23M | Buy |
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|
2013
Q3 | $1.82M | Buy |
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|
2013
Q2 | $1.39M | Buy |
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