Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.18M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $992K | Buy |
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|
2022
Q3 | $786K | Buy |
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|
2022
Q2 | $811K | Buy |
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|
2022
Q1 | $849K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $325K | Sell |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $356K | Sell |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $344K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $817K | Buy |
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|
2019
Q1 | $776K | Buy |
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|
2018
Q4 | $664K | Buy |
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|
2018
Q3 | $760K | Sell |
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|
2018
Q2 | $958K | Buy |
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