AWM
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Altium Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Altium Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
2022
Q1 		$260K Sell
2021
Q4 		$399K Buy
2021
Q3 		$369K Hold
2021
Q2 		$386K Hold
2021
Q1 		$371K Buy
2019
Q2 		– Sell
2019
Q1 		$238K Buy