ProVise Management Group’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
Q4 | – | Sell |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.48M | Sell |
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|
2023
Q1 | $2.53M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $290K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $442K | Sell |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $539K | Sell |
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|
2018
Q4 | $523K | Sell |
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|
2018
Q3 | $801K | Sell |
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|
2018
Q2 | $7.49K | Sell |
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|
2018
Q1 | $978K | Sell |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.52M | Sell |
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|
2017
Q1 | $2.44M | Buy |
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|
2016
Q4 | $2.3M | Buy |
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|
2016
Q3 | $1.61M | Buy |
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|
2016
Q2 | $1.25M | Buy |
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|
2016
Q1 | $1.18M | Buy |
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|
2015
Q4 | $1.24M | Buy |
|
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|
2015
Q3 | $1.05M | Buy |
|
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|
2015
Q2 | $1.13M | Buy |
|
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|
2015
Q1 | $325K | Sell |
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|
2014
Q4 | $345K | Sell |
|
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|
2014
Q3 | $1.78M | Buy |
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|
2014
Q2 | $574K | Sell |
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|
2014
Q1 | $601K | Buy |
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|
2013
Q4 | $556K | Buy |
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|
2013
Q3 | $492K | Sell |
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|
2013
Q2 | $1.01M | Buy |
|