Eagle Ridge Investment 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 | $310K | Hold |
|
|||||
|
2024
Q3 | $291K | Hold |
|
|||||
|
2024
Q2 | $264K | Sell |
|
|||||
|
2024
Q1 | $278K | Hold |
|
|||||
|
2023
Q4 | $248K | Hold |
|
|||||
|
2023
Q3 | $219K | Hold |
|
|||||
|
2023
Q2 | $222K | Hold |
|
|||||
|
2023
Q1 | $212K | Hold |
|
|||||
|
2022
Q4 | $226K | Hold |
|
|||||
|
2022
Q3 | $200K | Hold |
|
|||||
|
2022
Q2 | $207K | Hold |
|
|||||
|
2022
Q1 | $253K | Hold |
|
|||||
|
2021
Q4 | $258K | Hold |
|
|||||
|
2021
Q3 | $248K | Hold |
|
|||||
|
2021
Q2 | $242K | Hold |
|
|||||
|
2021
Q1 | $225K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $203K | Buy |
|