Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $430K | Sell |
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|
2022
Q4 | $588K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $475K | Hold |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $451K | Sell |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $235K | Hold |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $302K | Buy |
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|
2019
Q1 | $261K | Hold |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $310K | Sell |
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|
2018
Q2 | $347K | Sell |
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|
2018
Q1 | $409K | Buy |
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|
2017
Q4 | $364K | Buy |
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|
2017
Q3 | $263K | Hold |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $241K | Hold |
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|
2016
Q4 | $236K | Buy |
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|
2016
Q3 | $175K | Buy |
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