Lake Point Wealth 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
2022
Q2
$2K Hold
2022
Q1
$2K Hold
2021
Q4
$2K Hold
2021
Q3
$2K Hold
2021
Q2
$2K Buy
2020
Q1
$7K Hold
2019
Q4
$10K Buy
2019
Q2
$20K Hold
2019
Q1
$20K Sell
2018
Q4
$22K Buy