Icon Wealth Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Icon Wealth Partners’s Portfolio XLI Stock Details XLI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$661K	Sell
2023 Q2	$710K	Buy
2023 Q1	$667K	Buy
2022 Q2	$397K	Sell
2022 Q1	$656K	Buy
2021 Q4	$673K	Sell
2021 Q3	$628K	Buy
2021 Q2	$570K	Buy
2021 Q1	$301K	Buy
2018 Q4	–	Sell
2018 Q3	$380K	Buy