Evergreen Capital Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Buy |
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|
2025
Q2 | $254K | Sell |
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|
2025
Q1 | $264K | Sell |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $233K | Buy |
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|
2023
Q3 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $344K | Hold |
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|
2020
Q1 | $295K | Hold |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $388K | Hold |
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|
2019
Q2 | $387K | Buy |
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