Baystate Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$5.62K Buy
49
+28
+133% +$3.21K ﹤0.01% 863
2023
Q3
$2.15K Hold
21
﹤0.01% 791
2023
Q2
$2.26K Buy
+21
New +$2.26K ﹤0.01% 826
2018
Q2
Sell
-62
Closed -$5K 705
2018
Q1
$5K Buy
+62
New +$5K ﹤0.01% 434