Sweet Financial Partners’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
Q3 | $904K | Sell |
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|
2024
Q2 | $822K | Buy |
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|
2024
Q1 | $841K | Hold |
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|
2023
Q4 | $750K | Hold |
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|
2023
Q3 | $662K | Hold |
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|
2023
Q2 | $673K | Hold |
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|
2023
Q1 | $642K | Hold |
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|
2022
Q4 | $682K | Hold |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $628K | Buy |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $688K | Buy |
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