GeoWealth Management’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 | $2.68M | Buy |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $2.3M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $997K | Buy |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $9.59M | Buy |
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|
2023
Q3 | $449K | Sell |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $489K | Sell |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $4.09M | Buy |
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|
2021
Q3 | $3.68M | Sell |
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|
2021
Q2 | $4.28M | Sell |
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|
2021
Q1 | $6.73M | Sell |
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|
2020
Q4 | $7.12M | Buy |
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|
2020
Q3 | $3.54M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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