Security National Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $163K | Sell |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $131K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $92K | Hold |
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|
2019
Q4 | $137K | Buy |
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|
2019
Q3 | $78K | Hold |
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|
2019
Q2 | $77K | Sell |
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|
2019
Q1 | $72K | Buy |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $0 | Sell |
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|
2016
Q2 | $114K | Hold |
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|
2016
Q1 | $113K | Hold |
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|
2015
Q4 | $119K | Hold |
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|
2015
Q3 | $113K | Sell |
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|
2015
Q2 | $126K | Sell |
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|
2015
Q1 | $281K | Hold |
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|
2014
Q4 | $288K | Hold |
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|
2014
Q3 | $270K | Hold |
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|
2014
Q2 | $264K | Sell |
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|
2014
Q1 | $316K | Hold |
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|
2013
Q4 | $309K | Buy |
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|
2013
Q3 | $282K | Hold |
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|
2013
Q2 | $275K | Buy |
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