Stack Financial Management’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
2020
Q1
Sell
2019
Q4
$459K Sell
2019
Q3
$418K Buy
2019
Q2
$307K Buy
2019
Q1
Sell
2018
Q4
$540K Buy
2018
Q3
Sell
2018
Q2
$217K Hold
2018
Q1
$225K Hold
2017
Q4
$228K Hold
2017
Q3
$211K Buy