Fulcrum Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $2.28M | Buy |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $922K | Buy |
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|
2024
Q1 | $839K | Buy |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $570K | Sell |
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|
2023
Q2 | $625K | Sell |
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|
2023
Q1 | $772K | Sell |
|
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $2.26M | Sell |
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|
2021
Q4 | $2.79M | Sell |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $1.96M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $459K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $951K | Buy |
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|
2019
Q3 | $130K | Buy |
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