Gradient Investments’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Gradient Investments’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-192	Closed	-$23.4K	–	1327
2024 Q2	$23.4K	Sell	192 -24	-11%	-$2.96K	﹤0.01%	610
2024 Q1	$27.2K	Buy	216 +103	+91%	+$12.1K	﹤0.01%	494
2023 Q4	$12.9K	Hold	113	–	–	﹤0.01%	793
2023 Q3	$11.5K	Sell	113 -613	-84%	-$65.6K	﹤0.01%	787
2023 Q2	$77.9K	Buy	726 +146	+25%	+$14.7K	﹤0.01%	440
2023 Q1	$58.7K	Buy	580 +70	+14%	+$7.04K	﹤0.01%	472
2022 Q4	$50.1K	Buy	510 +67	+15%	+$6.38K	﹤0.01%	503
2022 Q3	$37K	Buy	443 +43	+11%	+$3.96K	﹤0.01%	530
2022 Q2	$35K	Buy	400 +3	+0.8%	+$283	﹤0.01%	530
2022 Q1	$41K	Sell	397 -41	-9%	-$4.16K	﹤0.01%	513
2021 Q4	$46K	Buy	438 +41	+10%	+$4.26K	﹤0.01%	492
2021 Q3	$39K	Buy	+397	New	+$40.8K	﹤0.01%	508
2021 Q1	–	Sell	-287	Closed	-$22K	–	1311
2020 Q4	$22K	Hold	287	–	–	﹤0.01%	555
2020 Q3	$22K	Buy	287 +170	+145%	+$12.7K	﹤0.01%	558
2020 Q2	$8K	Hold	117	–	–	﹤0.01%	687
2020 Q1	$7K	Hold	117	–	–	﹤0.01%	727
2019 Q4	$10K	Sell	117 -71	-38%	-$5.67K	﹤0.01%	707
2019 Q3	$15K	Sell	188 -49	-21%	-$3.76K	﹤0.01%	579
2019 Q2	$18K	Buy	237 +11	+5%	+$836	﹤0.01%	533
2019 Q1	$17K	Hold	226	–	–	﹤0.01%	474
2018 Q4	$15K	Buy	+226	New	+$16K	﹤0.01%	512
2018 Q3	–	Sell	-117	Closed	-$8K	–	1077
2018 Q2	$8K	Buy	117 +11	+10%	+$816	﹤0.01%	657
2018 Q1	$8K	Buy	+106	New	+$8.17K	﹤0.01%	671
2017 Q4	–	Sell	-8,633	Closed	-$613K	–	1098
2017 Q3	$613K	Sell	8,633 -3,267	-27%	-$225K	0.04%	149
2017 Q2	$811K	Sell	11,900 -1,721	-13%	-$115K	0.06%	109
2017 Q1	$886K	Sell	13,621 -681	-5%	-$44K	0.07%	106
2016 Q4	$890K	Buy	+14,302	New	+$862K	0.08%	100
2015 Q1	–	Sell	-71	Closed	-$4K	–	705
2014 Q4	$4K	Buy	+71	New	+$3.9K	﹤0.01%	438
2013 Q4	–	Sell	-55	Closed	-$3K	–	672
2013 Q3	$3K	Buy	+55	New	+$2.49K	﹤0.01%	391