TrinityPoint Wealth’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
Q4 | $8.32M | Buy |
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|
2024
Q3 | $5.85M | Buy |
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|
2024
Q2 | $3.61M | Buy |
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|
2024
Q1 | $2.88M | Buy |
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $2.92M | Sell |
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|
2022
Q1 | $4.93M | Sell |
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|
2021
Q4 | $5.02M | Sell |
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|
2021
Q3 | $4.98M | Buy |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $4.23M | Buy |
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|
2020
Q4 | $3.59M | Buy |
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|
2020
Q3 | $2.66M | Sell |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $1.2M | Buy |
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|
2019
Q4 | $423K | Buy |
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|
2019
Q3 | $403K | Buy |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $361K | Sell |
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|
2018
Q4 | $351K | Buy |
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