Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $803K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $147K | Sell |
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|
2018
Q4 | $167K | Sell |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $287K | Buy |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $282K | Buy |
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|
2017
Q2 | $217K | Buy |
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|
2017
Q1 | $94K | Hold |
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|
2016
Q4 | $92K | Hold |
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|
2016
Q3 | $77K | Buy |
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|
2016
Q2 | $40K | Hold |
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|
2016
Q1 | $40K | Buy |
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|
2015
Q4 | $37K | Buy |
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