Avantax Planning Partners’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 | $249K | Hold |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $139K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $183K | Buy |
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