Patriot Financial Group Insurance Agency’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 | $224K | Sell |
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|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $250K | Hold |
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|
2020
Q3 | $226K | Hold |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $174K | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2019
Q3 | $173K | Buy |
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