Alpha Omega Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-293
Closed -$21K 475
2017
Q3
$21K Buy
+293
New +$20.2K 0.01% 298

Other funds holding XLI

Alpha Omega Wealth Management's XLI Position: Q4 2017 in Review

Alpha Omega Wealth Management sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2017, closing a stake of 293 shares — an estimated $21K sold.

Alpha Omega Wealth Management first reported a position in XLI in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 627 funds tracked by Wall St. Rank hold XLI as of Q4 2017.

  • Alpha Omega Wealth Management reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 293 State Street Industrial Select Sector SPDR ETF shares in Q4 2017, an estimated $21K.
  • Alpha Omega Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q3 2017 and held it in 1 quarter.
  • Alpha Omega Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $21K in Q3 2017.
  • 627 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2017.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.