Centric Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Centric Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Buy
2024 Q2	–	Sell
2024 Q1	$239K	Buy
2022 Q1	–	Sell
2021 Q4	$1.54M	Buy
2021 Q3	$1.31M	Buy
2021 Q2	$1.35M	Buy
2021 Q1	$1.25M	Sell
2020 Q4	$1.39M	Buy