Laurel Wealth Advisors (California)’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3M | Sell |
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|
2022
Q3 | $2.74M | Sell |
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|
2022
Q2 | $5.42M | Sell |
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|
2022
Q1 | $7.05M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $755K | Sell |
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|
2021
Q2 | $2.82M | Sell |
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|
2021
Q1 | $2.81M | Sell |
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|
2020
Q4 | $3.5M | Sell |
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|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $830K | Buy |
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|
2019
Q3 | $423K | Buy |
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|
2019
Q2 | $275K | Buy |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $250K | Sell |
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|
2018
Q2 | $267K | Sell |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $363K | Buy |
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|
2017
Q3 | $211K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $61K | Buy |
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