Beaumont Financial Advisors’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
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.28M | Sell |
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|
2024
Q3 | $1.38M | Sell |
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|
2024
Q2 | $1.36M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $2.35M | Sell |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $2.3M | Sell |
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|
2021
Q1 | $8.02M | Sell |
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|
2020
Q4 | $8.59M | Sell |
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|
2020
Q3 | $8.81M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $17.5M | Sell |
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|
2019
Q3 | $19.9M | Sell |
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|
2019
Q2 | $20.9M | Buy |
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|
2019
Q1 | $3.13M | Buy |
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|
2018
Q4 | $281K | Sell |
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|
2018
Q3 | $4.57M | Buy |
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|
2018
Q2 | $956K | Sell |
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|
2018
Q1 | $7.72M | Buy |
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|
2017
Q4 | $4.29M | Sell |
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|
2017
Q3 | $4.66M | Sell |
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|
2017
Q2 | $4.63M | Sell |
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|
2017
Q1 | $4.57M | Sell |
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|
2016
Q4 | $7.22M | Buy |
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|
2016
Q3 | $4.94M | Sell |
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|
2016
Q2 | $6.37M | Sell |
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|
2016
Q1 | $10.2M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $42.5M | Buy |
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|
2014
Q4 | $34.7M | Buy |
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|
2014
Q3 | $31.8M | Buy |
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