Avion Wealth’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 | $33K | Hold |
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|
2025
Q2 | $32K | Hold |
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|
2025
Q1 | $28K | Hold |
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|
2024
Q4 | $28K | Sell |
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|
2024
Q3 | $162K | Sell |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $113K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $87K | Hold |
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|
2022
Q3 | $88K | Hold |
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|
2022
Q2 | $92K | Buy |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $86K | Buy |
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|
2020
Q3 | $11K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $8K | Buy |
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