Bartlett & Co Wealth Management’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 | $97.2K | Sell |
|
|||||
|
2025
Q2 | $96.6K | Hold |
|
|||||
|
2025
Q1 | $85.9K | Hold |
|
|||||
|
2024
Q4 | $86.3K | Hold |
|
|||||
|
2024
Q3 | $88.7K | Hold |
|
|||||
|
2024
Q2 | $79.8K | Hold |
|
|||||
|
2024
Q1 | $82.5K | Sell |
|
|||||
|
2023
Q4 | $159K | Buy |
|
|||||
|
2023
Q3 | $66.4K | Hold |
|
|||||
|
2023
Q2 | $70.3K | Hold |
|
|||||
|
2023
Q1 | $66.3K | Sell |
|
|||||
|
2022
Q4 | $79K | Sell |
|
|||||
|
2022
Q3 | $101K | Hold |
|
|||||
|
2022
Q2 | $106K | Hold |
|
|||||
|
2022
Q1 | $125K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $119K | Sell |
|
|||||
|
2021
Q2 | $135K | Hold |
|
|||||
|
2021
Q1 | $130K | Hold |
|
|||||
|
2020
Q4 | $117K | Hold |
|
|||||
|
2020
Q3 | $101K | Hold |
|
|||||
|
2020
Q2 | $90.5K | Buy |
|
|||||
|
2020
Q1 | $38.7K | Hold |
|
|||||
|
2019
Q4 | $53.4K | Hold |
|
|||||
|
2019
Q3 | $50.8K | Hold |
|
|||||
|
2019
Q2 | $50.7K | Hold |
|
|||||
|
2019
Q1 | $49.1K | Hold |
|
|||||
|
2018
Q4 | $42.2K | Hold |
|
|||||
|
2018
Q3 | $51.4K | Hold |
|
|||||
|
2018
Q2 | $46.9K | Hold |
|
|||||
|
2018
Q1 | $48.7K | Buy |
|