Avidian Wealth Enterprises’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $345K | Sell |
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|
2021
Q3 | $5.73M | Sell |
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|
2021
Q2 | $10.5M | Buy |
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|
2021
Q1 | $9.29M | Buy |
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|
2020
Q4 | $5.52M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $16M | Buy |
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|
2019
Q1 | $15.2M | Buy |
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|
2018
Q4 | $9.26M | Sell |
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|
2018
Q3 | $12.3M | Sell |
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|
2018
Q2 | $11.4M | Buy |
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|
2018
Q1 | $11.6M | Buy |
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|
2017
Q4 | $11.7K | Buy |
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|
2017
Q3 | $10.1M | Buy |
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|
2017
Q2 | $8.35M | Buy |
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|
2017
Q1 | $7.64M | Buy |
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|
2016
Q4 | $568K | Buy |
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|
2016
Q3 | $448K | Sell |
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|
2016
Q2 | $11.5K | Sell |
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|
2016
Q1 | $11.9M | Buy |
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|
2015
Q4 | $7.31M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $16.1M | Buy |
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|
2015
Q1 | $15.9M | Sell |
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|
2014
Q4 | $16.5M | Buy |
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|
2014
Q3 | $14M | Buy |
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|
2014
Q2 | $12.6M | Buy |
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|
2014
Q1 | $11.9M | Buy |
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|
2013
Q4 | $5.54M | Buy |
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