Intercontinental Wealth Advisors’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
Q2 | $398K | Sell |
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|
2023
Q1 | $384K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $303K | Hold |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $237K | Sell |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $186K | Sell |
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|
2019
Q3 | $200K | Hold |
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|
2019
Q2 | $197K | Hold |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $170K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $221K | Sell |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $219K | Buy |
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