Welch Capital 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
2018
Q4
Sell
2018
Q3
$6.5M Hold
2018
Q2
$6.27M Hold
2018
Q1
$6.5M Buy
2017
Q4
$3.26M Hold
2017
Q3
$3.02M Buy
2013
Q3
Sell
2013
Q2
$4K Buy