FineMark National Bank & Trust’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Buy |
3,006
+104
| +4% | +$15.3K | 0.02% | 315 |
|
|
2025
Q1 | $380K | Hold |
2,902
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $382K | Hold |
2,902
| – | – | 0.01% | 319 |
|
|
2024
Q3 | $393K | Sell |
2,902
-973
| -25% | -$132K | 0.01% | 317 |
|
|
2024
Q2 | $472K | Buy |
3,875
+1,173
| +43% | +$143K | 0.02% | 288 |
|
|
2024
Q1 | $340K | Buy |
+2,702
| New | +$340K | 0.01% | 335 |
|
|
2018
Q3 | – | Sell |
-2,914
| Closed | -$209K | – | 413 |
|
|
2018
Q2 | $209K | Buy |
+2,914
| New | +$209K | 0.01% | 377 |
|
|
2018
Q1 | – | Sell |
-2,747
| Closed | -$208K | – | 408 |
|
|
2017
Q4 | $208K | Buy |
+2,747
| New | +$208K | 0.01% | 349 |
|
|
2017
Q1 | – | Sell |
-113
| Closed | -$7K | – | 1009 |
|
|
2016
Q4 | $7K | Buy |
113
+24
| +27% | +$1.49K | ﹤0.01% | 1023 |
|
|
2016
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 1068 |
|
|
2016
Q2 | $5K | Buy |
89
+64
| +256% | +$3.6K | ﹤0.01% | 1084 |
|
|
2016
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1254 |
|
|
2015
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1301 |
|
|
2015
Q3 | $1K | Sell |
25
-46
| -65% | -$1.84K | ﹤0.01% | 1447 |
|
|
2015
Q2 | $4K | Buy |
71
+46
| +184% | +$2.59K | ﹤0.01% | 1162 |
|
|
2015
Q1 | $1K | Sell |
25
-368
| -94% | -$14.7K | ﹤0.01% | 1357 |
|
|
2014
Q4 | $22K | Buy |
393
+193
| +97% | +$10.8K | ﹤0.01% | 889 |
|
|
2014
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1007 |
|
|
2014
Q2 | $11K | Sell |
200
-55
| -22% | -$3.03K | ﹤0.01% | 1023 |
|
|
2014
Q1 | $13K | Buy |
255
+200
| +364% | +$10.2K | ﹤0.01% | 998 |
|
|
2013
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1254 |
|