BFA
Beaumont Financial Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
9,001
-35
| -0.4% | -$5.16K | 0.1% | 123 |
|
|
2025
Q1 | $1.18M | Sell |
9,036
-690
| -7% | -$90.4K | 0.09% | 130 |
|
|
2024
Q4 | $1.28M | Sell |
9,726
-430
| -4% | -$56.7K | 0.1% | 128 |
|
|
2024
Q3 | $1.38M | Sell |
10,156
-1,025
| -9% | -$139K | 0.11% | 120 |
|
|
2024
Q2 | $1.36M | Sell |
11,181
-305
| -3% | -$37.2K | 0.11% | 122 |
|
|
2024
Q1 | $1.45M | Sell |
11,486
-90
| -0.8% | -$11.3K | 0.12% | 112 |
|
|
2023
Q4 | $1.32M | Buy |
11,576
+395
| +4% | +$45K | 0.12% | 122 |
|
|
2023
Q3 | $1.13M | Buy |
11,181
+263
| +2% | +$26.7K | 0.11% | 115 |
|
|
2023
Q2 | $1.17M | Sell |
10,918
-86
| -0.8% | -$9.23K | 0.11% | 119 |
|
|
2023
Q1 | $1.11M | Buy |
11,004
+205
| +2% | +$20.7K | 0.11% | 107 |
|
|
2022
Q4 | $1.06M | Buy |
10,799
+8,119
| +303% | +$797K | 0.11% | 114 |
|
|
2022
Q3 | $222K | Hold |
2,680
| – | – | 0.02% | 279 |
|
|
2022
Q2 | $234K | Sell |
2,680
-69
| -3% | -$6.03K | 0.02% | 276 |
|
|
2022
Q1 | $283K | Sell |
2,749
-19,473
| -88% | -$2M | 0.02% | 289 |
|
|
2021
Q4 | $2.35M | Sell |
22,222
-2,180
| -9% | -$231K | 0.17% | 91 |
|
|
2021
Q3 | $2.39M | Buy |
24,402
+1,967
| +9% | +$192K | 0.18% | 89 |
|
|
2021
Q2 | $2.3M | Sell |
22,435
-59,048
| -72% | -$6.05M | 0.18% | 89 |
|
|
2021
Q1 | $8.02M | Sell |
81,483
-15,481
| -16% | -$1.52M | 0.68% | 42 |
|
|
2020
Q4 | $8.59M | Sell |
96,964
-17,493
| -15% | -$1.55M | 0.76% | 41 |
|
|
2020
Q3 | $8.81M | Buy |
114,457
+94,909
| +486% | +$7.31M | 0.84% | 36 |
|
|
2020
Q2 | $1.34M | Buy |
+19,548
| New | +$1.34M | 0.14% | 116 |
|
|
2020
Q1 | – | Sell |
-215,337
| Closed | -$17.5M | – | 296 |
|
|
2019
Q4 | $17.5M | Sell |
215,337
-41,222
| -16% | -$3.36M | 1.73% | 21 |
|
|
2019
Q3 | $19.9M | Sell |
256,559
-13,709
| -5% | -$1.06M | 1.99% | 16 |
|
|
2019
Q2 | $20.9M | Buy |
270,268
+228,516
| +547% | +$17.7M | 2.16% | 15 |
|
|
2019
Q1 | $3.13M | Buy |
41,752
+37,391
| +857% | +$2.81M | 0.34% | 67 |
|
|
2018
Q4 | $281K | Sell |
4,361
-53,983
| -93% | -$3.48M | 0.05% | 161 |
|
|
2018
Q3 | $4.57M | Buy |
58,344
+44,997
| +337% | +$3.53M | 0.46% | 54 |
|
|
2018
Q2 | $956K | Sell |
13,347
-90,598
| -87% | -$6.49M | 0.1% | 92 |
|
|
2018
Q1 | $7.72M | Buy |
103,945
+47,235
| +83% | +$3.51M | 0.86% | 37 |
|
|
2017
Q4 | $4.29M | Sell |
56,710
-8,893
| -14% | -$673K | 0.5% | 52 |
|
|
2017
Q3 | $4.66M | Sell |
65,603
-2,384
| -4% | -$169K | 0.58% | 50 |
|
|
2017
Q2 | $4.63M | Sell |
67,987
-2,206
| -3% | -$150K | 0.6% | 51 |
|
|
2017
Q1 | $4.57M | Sell |
70,193
-45,938
| -40% | -$2.99M | 0.62% | 53 |
|
|
2016
Q4 | $7.23M | Buy |
116,131
+31,484
| +37% | +$1.96M | 1.09% | 36 |
|
|
2016
Q3 | $4.94M | Sell |
84,647
-29,159
| -26% | -$1.7M | 0.78% | 49 |
|
|
2016
Q2 | $6.37M | Sell |
113,806
-69,223
| -38% | -$3.88M | 1.05% | 37 |
|
|
2016
Q1 | $10.2M | Buy |
+183,029
| New | +$10.2M | 1.65% | 21 |
|
|
2015
Q2 | – | Sell |
-762,247
| Closed | -$42.5M | – | 157 |
|
|
2015
Q1 | $42.5M | Buy |
762,247
+149,152
| +24% | +$8.32M | 1.48% | 20 |
|
|
2014
Q4 | $34.7M | Buy |
613,095
+15,440
| +3% | +$874K | 1.67% | 15 |
|
|
2014
Q3 | $31.8M | Buy |
+597,655
| New | +$31.8M | 2.08% | 6 |
|