Blue Bell Private Wealth Management’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 | $260K | Buy |
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|
2025
Q2 | $242K | Sell |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $190K | Sell |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | $182K | Hold |
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|
2023
Q2 | $192K | Hold |
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|
2023
Q1 | $181K | Hold |
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|
2022
Q4 | $176K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $185K | Buy |
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|
2021
Q4 | $183K | Buy |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $172K | Sell |
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|
2021
Q1 | $185K | Sell |
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|
2020
Q4 | $180K | Sell |
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|
2020
Q3 | $154K | Hold |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $206K | Buy |
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|
2019
Q3 | $181K | Sell |
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|
2019
Q2 | $188K | Sell |
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|
2019
Q1 | $197K | Sell |
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|
2018
Q4 | $176K | Hold |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $196K | Sell |
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|
2018
Q1 | $217K | Hold |
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|
2017
Q4 | $221K | Hold |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $213K | Hold |
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|
2017
Q1 | $204K | Hold |
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|
2016
Q4 | $195K | Hold |
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|
2016
Q3 | $183K | Sell |
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|
2016
Q2 | $207K | Hold |
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|
2016
Q1 | $204K | Sell |
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|
2015
Q4 | $206K | Sell |
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $266K | Sell |
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|
2015
Q1 | $282K | Sell |
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|
2014
Q4 | $356K | Sell |
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|
2014
Q3 | $342K | Hold |
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|
2014
Q2 | $348K | Buy |
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|
2014
Q1 | $102K | Buy |
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|
2013
Q4 | $91K | Buy |
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