Gerald L. Ray & Associates’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 | $661K | Hold |
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|
2017
Q2 | $631K | Hold |
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|
2017
Q1 | $607K | Hold |
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|
2016
Q4 | $595K | Buy |
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|
2016
Q3 | $475K | Sell |
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|
2016
Q2 | $556K | Buy |
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|
2016
Q1 | $542K | Buy |
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|
2015
Q4 | $538K | Hold |
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|
2015
Q3 | $512K | Buy |
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|
2015
Q2 | $539K | Buy |
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|
2015
Q1 | $519K | Hold |
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|
2014
Q4 | $532K | Sell |
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|
2014
Q3 | $569K | Buy |
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|
2014
Q2 | $466K | Buy |
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|
2014
Q1 | $447K | Hold |
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|
2013
Q4 | $437K | Hold |
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|
2013
Q3 | $398K | Hold |
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|
2013
Q2 | $389K | Buy |
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