Personal Capital Advisors’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
2022
Q4
$909K Buy
26,591
+3,959
+17% +$134K ﹤0.01% 244
2022
Q3
$687K Sell
22,632
-866
-4% -$28.6K ﹤0.01% 254
2022
Q2
$739K Sell
23,498
-2,476
-10% -$85.6K ﹤0.01% 252
2022
Q1
$995K Sell
25,974
-8,525
-25% -$333K ﹤0.01% 249
2021
Q4
$1.36M Buy
34,499
+532
+2% +$20.9K 0.01% 251
2021
Q3
$1.27M Buy
33,967
+4,658
+16% +$174K 0.01% 243
2021
Q2
$1.07M Sell
29,309
-3,151
-10% -$115K 0.01% 251
2021
Q1
$1.1M Buy
32,460
+261
+0.8% +$8.38K 0.01% 250
2020
Q4
$949K Sell
32,199
-262,244
-89% -$7.02M 0.01% 254
2020
Q3
$7.09M Buy
294,443
+258,593
+721% +$6.29M 0.05% 148
2020
Q2
$830K Buy
35,850
+21,769
+155% +$494K 0.01% 235
2020
Q1
$33.4M Buy
14,081
+685
+5% +$18.9K 0.33% 66
2019
Q4
$412K Buy
13,396
+1,761
+15% +$51.7K ﹤0.01% 285
2019
Q3
$325K Sell
11,635
-135
-1% -$3.73K ﹤0.01% 282
2019
Q2
$325K Buy
11,770
+1,025
+10% +$27.8K ﹤0.01% 266
2019
Q1
$276K Sell
10,745
-77
-0.7% -$1.99K ﹤0.01% 281
2018
Q4
$258K Buy
+10,822
New +$281K ﹤0.01% 274
2017
Q1
Sell
-12,491
Closed -$290K 219
2016
Q4
$290K Buy
+12,491
New +$268K 0.01% 158

Other funds holding XLF