Dumont & Blake Investment 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
Q3 | $915K | Buy |
|
|||||
|
2025
Q2 | $844K | Buy |
|
|||||
|
2025
Q1 | $739K | Buy |
|
|||||
|
2024
Q4 | $463K | Sell |
|
|||||
|
2024
Q3 | $486K | Sell |
|
|||||
|
2024
Q2 | $872K | Buy |
|
|||||
|
2024
Q1 | $450K | Sell |
|
|||||
|
2023
Q4 | $422K | Buy |
|
|||||
|
2023
Q3 | $363K | Sell |
|
|||||
|
2023
Q2 | $407K | Buy |
|
|||||
|
2023
Q1 | $383K | Buy |
|
|||||
|
2022
Q4 | $368K | Buy |
|
|||||
|
2022
Q3 | $310K | Buy |
|
|||||
|
2022
Q2 | $326K | Sell |
|
|||||
|
2022
Q1 | $446K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $922K | Buy |
|
|||||
|
2014
Q3 | $843K | Buy |
|
|||||
|
2014
Q2 | $850K | Buy |
|
|||||
|
2014
Q1 | $816K | Sell |
|
|||||
|
2013
Q4 | $881K | Sell |
|
|||||
|
2013
Q3 | $1.39M | Buy |
|
|||||
|
2013
Q2 | $1.25M | Buy |
|