Homrich & Berg’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
Q3
$299K Buy
2021
Q2
$266K Buy
2020
Q2
Sell
2020
Q1
$574K Buy
2019
Q4
$832K Buy
2019
Q3
$738K Sell
2019
Q2
$759K Buy
2019
Q1
$658K Buy
2018
Q4
$538K Sell
2018
Q3
$689K Sell
2018
Q2
$773K Buy
2018
Q1
$793K Buy
2017
Q4
$510K Buy
2017
Q3
Sell
2017
Q2
$227K Buy
2015
Q4
Sell
2015
Q3
$277K Hold
2015
Q2
$298K Buy