Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $294K | Sell |
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2023
Q2 | $316K | Sell |
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2023
Q1 | $388K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $261K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $28K | Buy |
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