Financial Select Sector SPDR shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Bourgeon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $664k | 16k | 42.12 |
| 2023-12-31 | $593k | 16k | 37.60 |
| 2023-09-30 | $523k | 16k | 33.17 |
| 2023-06-30 | $510k | 15k | 33.71 |
| 2023-03-31 | $486k | 15k | 32.15 |
| 2022-12-31 | $517k | 15k | 34.20 |
| 2022-09-30 | $459k | 15k | 30.35 |
| 2022-06-30 | $476k | 15k | 31.48 |
| 2022-03-31 | $579k | 15k | 38.29 |
| 2021-12-31 | $591k | 15k | 39.08 |
| 2021-09-30 | $572k | 15k | 37.50 |
| 2021-06-30 | $652k | 18k | 36.69 |
| 2021-03-31 | $605k | 18k | 34.04 |
| 2020-12-31 | $546k | 19k | 29.48 |
| 2020-09-30 | $446k | 19k | 24.08 |
| 2020-06-30 | $429k | 19k | 23.16 |
| 2020-03-31 | $21k | 1.0k | 20.57 |
| 2019-12-31 | $31k | 1.0k | 30.36 |
| 2019-09-30 | $29k | 1.0k | 28.40 |
More positions owned by Bourgeon Capital Management
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