Beaumont Financial Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Beaumont Financial Advisors’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.37M	Sell	8,440 -1,299	-13%	-$218K	0.09%	135
2025 Q4	$1.51M	Buy	9,739 +183	+2%	+$28.2K	0.1%	121
2025 Q3	$1.47M	Buy	9,556 +555	+6%	+$84.1K	0.1%	122
2025 Q2	$1.33M	Sell	9,001 -35	-0.4%	-$4.78K	0.1%	123
2025 Q1	$1.18M	Sell	9,036 -690	-7%	-$93.2K	0.09%	130
2024 Q4	$1.28M	Sell	9,726 -430	-4%	-$59.3K	0.1%	128
2024 Q3	$1.38M	Sell	10,156 -1,025	-9%	-$130K	0.11%	120
2024 Q2	$1.36M	Sell	11,181 -305	-3%	-$37.6K	0.11%	122
2024 Q1	$1.45M	Sell	11,486 -90	-0.8%	-$10.6K	0.12%	112
2023 Q4	$1.32M	Buy	11,576 +395	+4%	+$41.5K	0.12%	122
2023 Q3	$1.13M	Buy	11,181 +263	+2%	+$28.2K	0.11%	115
2023 Q2	$1.17M	Sell	10,918 -86	-0.8%	-$8.66K	0.11%	119
2023 Q1	$1.11M	Buy	11,004 +205	+2%	+$20.6K	0.11%	107
2022 Q4	$1.06M	Buy	10,799 +8,119	+303%	+$773K	0.11%	114
2022 Q3	$222K	Hold	2,680	–	–	0.02%	279
2022 Q2	$234K	Sell	2,680 -69	-3%	-$6.5K	0.02%	276
2022 Q1	$283K	Sell	2,749 -19,473	-88%	-$1.98M	0.02%	289
2021 Q4	$2.35M	Sell	22,222 -2,180	-9%	-$226K	0.17%	91
2021 Q3	$2.39M	Buy	24,402 +1,967	+9%	+$202K	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%	-$1.42M	0.68%	42
2020 Q4	$8.59M	Sell	96,964 -17,493	-15%	-$1.47M	0.76%	41
2020 Q3	$8.81M	Buy	114,457 +94,909	+486%	+$7.1M	0.84%	36
2020 Q2	$1.34M	Buy	+19,548	New	+$1.27M	0.14%	116
2020 Q1	–	Sell	-215,337	Closed	-$17.5M	–	296
2019 Q4	$17.5M	Sell	215,337 -41,222	-16%	-$3.29M	1.73%	21
2019 Q3	$19.9M	Sell	256,559 -13,709	-5%	-$1.05M	1.99%	16
2019 Q2	$20.9M	Buy	270,268 +228,516	+547%	+$17.4M	2.16%	15
2019 Q1	$3.13M	Buy	41,752 +37,391	+857%	+$2.71M	0.34%	67
2018 Q4	$281K	Sell	4,361 -53,983	-93%	-$3.83M	0.05%	161
2018 Q3	$4.57M	Buy	58,344 +44,997	+337%	+$3.43M	0.46%	54
2018 Q2	$956K	Sell	13,347 -90,598	-87%	-$6.72M	0.1%	92
2018 Q1	$7.72M	Buy	103,945 +47,235	+83%	+$3.64M	0.86%	37
2017 Q4	$4.29M	Sell	56,710 -8,893	-14%	-$647K	0.5%	52
2017 Q3	$4.66M	Sell	65,603 -2,384	-4%	-$164K	0.58%	50
2017 Q2	$4.63M	Sell	67,987 -2,206	-3%	-$147K	0.6%	51
2017 Q1	$4.57M	Sell	70,193 -45,938	-40%	-$2.97M	0.62%	53
2016 Q4	$7.22M	Buy	116,131 +31,484	+37%	+$1.9M	1.09%	36
2016 Q3	$4.94M	Sell	84,647 -29,159	-26%	-$1.69M	0.78%	49
2016 Q2	$6.37M	Sell	113,806 -69,223	-38%	-$3.86M	1.05%	37
2016 Q1	$10.2M	Buy	+183,029	New	+$9.46M	1.65%	21
2015 Q2	–	Sell	-762,247	Closed	-$42.5M	–	157
2015 Q1	$42.5M	Buy	762,247 +149,152	+24%	+$8.4M	1.48%	20
2014 Q4	$34.7M	Buy	613,095 +15,440	+3%	+$848K	1.67%	15
2014 Q3	$31.8M	Buy	+597,655	New	+$32.1M	2.08%	6