Apriem Advisors’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
2020 Q1	–	Sell	-2,875	Closed	-$234K	–	143
2019 Q4	$234K	Sell	2,875 -1,295	-31%	-$103K	0.04%	120
2019 Q3	$324K	Sell	4,170 -70	-2%	-$5.37K	0.07%	92
2019 Q2	$328K	Sell	4,240 -1,434	-25%	-$109K	0.1%	94
2019 Q1	$426K	Buy	5,674 +1,279	+29%	+$92.6K	0.11%	80
2018 Q4	$283K	Sell	4,395 -505	-10%	-$35.8K	0.1%	95
2018 Q3	$384K	Buy	4,900 +70	+1%	+$5.33K	0.08%	96
2018 Q2	$346K	Sell	4,830 -752	-13%	-$55.8K	0.08%	91
2018 Q1	$415K	Buy	5,582 +765	+16%	+$58.9K	0.1%	78
2017 Q4	$365K	Sell	4,817 -457	-9%	-$33.3K	0.09%	87
2017 Q3	$374K	Sell	5,274 -310	-6%	-$21.3K	0.09%	88
2017 Q2	$380K	Buy	5,584 +135	+2%	+$9.01K	0.1%	84
2017 Q1	$355K	Buy	5,449 +1,665	+44%	+$108K	0.1%	86
2016 Q4	$235K	Buy	3,784 +439	+13%	+$26.4K	0.07%	110
2016 Q3	$195K	Buy	3,345 +520	+18%	+$30.2K	0.06%	116
2016 Q2	$158K	Hold	2,825	–	–	0.05%	126
2016 Q1	$157K	Buy	2,825 +75	+3%	+$3.88K	0.06%	112
2015 Q4	$146K	Hold	2,750	–	–	0.05%	116
2015 Q3	$137K	Hold	2,750	–	–	0.05%	123
2015 Q2	$149K	Sell	2,750 -700	-20%	-$39.3K	0.05%	116
2015 Q1	$192K	Hold	3,450	–	–	0.07%	103
2014 Q4	$195K	Sell	3,450 -750	-18%	-$41.2K	0.07%	92
2014 Q3	$223K	Buy	4,200 +3,700	+740%	+$199K	0.09%	93
2014 Q2	$27K	Sell	500 -3,500	-88%	-$187K	0.01%	252
2014 Q1	$209K	Buy	4,000 +100	+3%	+$5.14K	0.08%	115
2013 Q4	$204K	Sell	3,900 -150	-4%	-$7.37K	0.08%	109
2013 Q3	$188K	Buy	4,050 +150	+4%	+$6.79K	0.08%	109
2013 Q2	$166K	Buy	+3,900	New	+$166K	0.08%	112