Lucia Wealth Services’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Lucia Wealth Services’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$205K	Buy
2020 Q2	$180K	Hold
2020 Q1	$162K	Buy
2019 Q4	$200K	Buy
2019 Q3	$112K	Hold
2019 Q2	$110K	Hold
2019 Q1	$103K	Buy
2018 Q4	$71K	Sell
2018 Q3	$115K	Hold
2018 Q2	$111K	Buy
2018 Q1	$85K	Buy