LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $203K | Hold |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $191K | Hold |
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|
2022
Q2 | $198K | Hold |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | $178K | Hold |
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|
2021
Q2 | $174K | Hold |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $140K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $110K | Sell |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $171K | Hold |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $153K | Sell |
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|
2019
Q1 | $160K | Hold |
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|
2018
Q4 | $148K | Hold |
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|
2018
Q3 | $172K | Hold |
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|
2018
Q2 | $166K | Hold |
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|
2018
Q1 | $172K | Buy |
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|
2017
Q4 | $110K | Hold |
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|
2017
Q3 | $102K | Buy |
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