Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $286K | Sell |
|
|||||
|
2019
Q3 | $274K | Sell |
|
|||||
|
2019
Q2 | $281K | Sell |
|
|||||
|
2019
Q1 | $278K | Buy |
|
|||||
|
2018
Q4 | $247K | Sell |
|
|||||
|
2018
Q3 | $332K | Sell |
|
|||||
|
2018
Q2 | $337K | Buy |
|
|||||
|
2018
Q1 | $344K | Buy |
|
|||||
|
2017
Q4 | $319K | Sell |
|
|||||
|
2017
Q3 | $324K | Sell |
|
|||||
|
2017
Q2 | $321K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $256K | Sell |
|
|||||
|
2015
Q4 | $270K | Buy |
|