Northstar Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $794K | Sell |
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|
2019
Q3 | $767K | Sell |
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|
2019
Q2 | $777K | Sell |
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|
2019
Q1 | $751K | Buy |
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|
2018
Q4 | $576K | Sell |
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|
2018
Q3 | $683K | Buy |
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|
2018
Q2 | $653K | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $2.5M | Buy |
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|
2017
Q3 | $2.15M | Sell |
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|
2017
Q2 | $2.27M | Buy |
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|
2017
Q1 | $1.99M | Buy |
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