EverSource Wealth Advisors’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 | $223K | Sell |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $192K | Buy |
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|
2024
Q4 | $164K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $7.9K | Buy |
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|
2023
Q4 | $5.7K | Hold |
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|
2023
Q3 | $5.07K | Hold |
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|
2023
Q2 | $5.37K | Hold |
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|
2023
Q1 | $5.06K | Hold |
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|
2022
Q4 | $4.91K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Buy |
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