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