Advocacy Wealth Management Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $367K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Sell |
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|
2021
Q4 | $14K | Buy |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $18K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $7K | Sell |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
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