Pictet North America Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $731K | Hold |
|
|||||
2025
Q1 | $696K | Hold |
|
|||||
2024
Q4 | $675K | Buy |
|
|||||
2024
Q3 | $248K | Hold |
|
|||||
2024
Q2 | $225K | Hold |
|
|||||
2024
Q1 | $230K | Hold |
|
|||||
2023
Q4 | $206K | Buy |
|
|||||
2022
Q2 | – | Sell |
|
|||||
2022
Q1 | $1.15M | Hold |
|
|||||
2021
Q4 | $1.17M | Hold |
|
|||||
2021
Q3 | $1.13M | Hold |
|
|||||
2021
Q2 | $1.1M | Hold |
|
|||||
2021
Q1 | $1.02M | Hold |
|
|||||
2020
Q4 | $884K | Hold |
|
|||||
2020
Q3 | $722K | Hold |
|
|||||
2020
Q2 | $694K | Sell |
|
|||||
2020
Q1 | $849K | Sell |
|
|||||
2019
Q4 | $3.08M | Sell |
|
|||||
2019
Q3 | $2.88M | Hold |
|
|||||
2019
Q2 | $2.83M | Sell |
|
|||||
2019
Q1 | $2.78M | Sell |
|
|||||
2018
Q4 | $14M | Buy |
|
|||||
2018
Q3 | $2.73M | Sell |
|
|||||
2018
Q2 | $3.81M | Hold |
|
|||||
2018
Q1 | $3.95M | Buy |
|
|||||
2017
Q4 | $3.96M | Hold |
|
|||||
2017
Q3 | $3.67M | Buy |
|
|||||
2017
Q2 | $2.1M | Sell |
|
|||||
2017
Q1 | $4.54M | Buy |
|
|||||
2016
Q4 | $3.1M | Buy |
|
|||||
2016
Q3 | $856K | Sell |
|
|||||
2016
Q2 | $1.01M | Hold |
|
|||||
2016
Q1 | $998K | Hold |
|
|||||
2015
Q4 | $1.05M | Buy |
|