Meritage Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.28M | Sell |
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|
2024
Q1 | $6.77M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9.41M | Buy |
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|
2021
Q3 | $8.95M | Buy |
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|
2021
Q2 | $8.64M | Buy |
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|
2021
Q1 | $7.8M | Sell |
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|
2020
Q4 | $8.92M | Buy |
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|
2020
Q3 | $6.82M | Buy |
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|
2020
Q2 | $5.96M | Buy |
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|
2020
Q1 | $876K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $204K | Sell |
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|
2016
Q4 | $5.94M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7M | Buy |
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