EverSource Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
1,449
-17
| -1% | -$2.51K | 0.01% | 824 |
|
|
2025
Q1 | $192K | Buy |
1,466
+218
| +17% | +$28.6K | 0.01% | 676 |
|
|
2024
Q4 | $164K | Buy |
+1,248
| New | +$164K | 0.01% | 723 |
|
|
2024
Q2 | – | Sell |
-65
| Closed | -$7.9K | – | 3157 |
|
|
2024
Q1 | $7.9K | Buy |
65
+15
| +30% | +$1.82K | ﹤0.01% | 1820 |
|
|
2023
Q4 | $5.7K | Hold |
50
| – | – | ﹤0.01% | 1804 |
|
|
2023
Q3 | $5.07K | Hold |
50
| – | – | ﹤0.01% | 1709 |
|
|
2023
Q2 | $5.37K | Hold |
50
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q1 | $5.06K | Hold |
50
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q4 | $4.91K | Buy |
+50
| New | +$4.91K | ﹤0.01% | 1607 |
|
|
2022
Q1 | – | Sell |
-55
| Closed | -$6K | – | 1870 |
|
|
2021
Q4 | $6K | Buy |
+55
| New | +$6K | ﹤0.01% | 1214 |
|