WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $964K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $2.56M | Buy |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $1.55M | Sell |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $1.45M | Sell |
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|
2020
Q1 | $1.65M | Sell |
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|
2019
Q4 | $3.58M | Buy |
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|
2019
Q3 | $854K | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $245K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.96M | Buy |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $4.13M | Buy |
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|
2017
Q2 | $2.74M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $252K | Sell |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $580K | Buy |
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