Evolution 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
Q4 | $269K | Buy |
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|
2025
Q3 | $259K | Hold |
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|
2025
Q2 | $248K | Hold |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $638K | Buy |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $10K | Buy |
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|
2021
Q3 | $9.04M | Buy |
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|
2021
Q2 | $6.35M | Sell |
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|
2021
Q1 | $6.2M | Buy |
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|
2020
Q4 | $5.24M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $128K | Buy |
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