Exencial Wealth 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 | $1.12M | Buy |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $961K | Buy |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $858K | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $729K | Buy |
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|
2021
Q4 | $606K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $486K | Buy |
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