Beacon Financial Advisory’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 | $616K | Buy |
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|
2025
Q2 | $578K | Sell |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $506K | Buy |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $329K | Sell |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $393K | Sell |
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|
2021
Q2 | $421K | Buy |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
|