WealthOne’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $3.4M | Sell |
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|
2022
Q4 | $3.66M | Sell |
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|
2022
Q3 | $3.41M | Sell |
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|
2022
Q2 | $4.11M | Sell |
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|
2022
Q1 | $5.21M | Sell |
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|
2021
Q4 | $5.57M | Sell |
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|
2021
Q3 | $5.75M | Sell |
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|
2021
Q2 | $5.91M | Buy |
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|
2021
Q1 | $5.42M | Buy |
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|
2020
Q4 | $4.44M | Sell |
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|
2020
Q3 | $4.51M | Sell |
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|
2020
Q2 | $4.98M | Buy |
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|
2020
Q1 | $4.3M | Sell |
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|
2019
Q4 | $6.89M | Buy |
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|
2019
Q3 | $5.57M | Buy |
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|
2019
Q2 | $5.32M | Buy |
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|
2019
Q1 | $477K | Sell |
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|
2018
Q4 | $3.76M | Buy |
|