Lokken Investment Group’s State Street US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Sell |
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|
2025
Q2 | $967K | Sell |
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|
2025
Q1 | $918K | Sell |
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|
2024
Q4 | $2.59M | Sell |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.65M | Buy |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.49M | Buy |
|