Focused Wealth Management’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
2024
Q1
Sell
-600
Closed -$68.4K 997
2023
Q4
$68.4K Buy
+600
New +$63K 0.01% 267
2023
Q1
Sell
-472
Closed -$46.3K 1179
2022
Q4
$46.3K Buy
472
+2
+0.4% +$190 0.01% 319
2022
Q3
$39K Hold
470
0.01% 315
2022
Q2
$41K Hold
470
0.01% 311
2022
Q1
$48K Hold
470
0.01% 319
2021
Q4
$50K Hold
470
0.01% 367
2021
Q3
$46K Hold
470
0.01% 397
2021
Q2
$48K Hold
470
0.01% 384
2021
Q1
$46K Buy
470
+10
+2% +$916 0.01% 384
2020
Q4
$41K Buy
+460
New +$38.8K 0.01% 374
2015
Q2
Sell
-225
Closed -$13K 710
2015
Q1
$13K Hold
225
0.01% 389
2014
Q4
$13K Sell
225
-375
-63% -$20.6K 0.01% 380
2014
Q3
$32K Hold
600
0.03% 254
2014
Q2
$32K Sell
600
-500
-45% -$26.7K 0.03% 243
2014
Q1
$58K Sell
1,100
-1,000
-48% -$51.4K 0.05% 161
2013
Q4
$110K Buy
+2,100
New +$103K 0.09% 124

Other funds holding XLI