Trellis Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $310K | Hold |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $385K | Hold |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $362K | Sell |
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|
2021
Q1 | $433K | Hold |
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|
2020
Q4 | $375K | Hold |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $265K | Sell |
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|
2019
Q4 | $405K | Hold |
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|
2019
Q3 | $369K | Hold |
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|
2019
Q2 | $363K | Sell |
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|
2019
Q1 | $393K | Hold |
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|
2018
Q4 | $364K | Hold |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $406K | Buy |
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