Laird Norton Wetherby Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,019
| Closed | -$306K | – | 963 |
|
|
2023
Q3 | $306K | Buy |
3,019
+362
| +14% | +$36.7K | 0.02% | 679 |
|
|
2023
Q2 | $285K | Buy |
+2,657
| New | +$285K | 0.02% | 734 |
|
|
2018
Q1 | – | Sell |
-1,120
| Closed | -$85K | – | 697 |
|
|
2017
Q4 | $85K | Hold |
1,120
| – | – | 0.01% | 636 |
|
|
2017
Q3 | $80K | Buy |
+1,120
| New | +$80K | 0.01% | 611 |
|
|
2015
Q3 | – | Sell |
-1,170
| Closed | -$64K | – | 501 |
|
|
2015
Q2 | $64K | Buy |
+1,170
| New | +$64K | 0.02% | 476 |
|