Laurel Wealth Advisors (North Carolina)’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 | $2.15M | Sell |
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|
2025
Q2 | $13.2M | Buy |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $1.41M | Sell |
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|
2024
Q2 | $1.27M | Sell |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $274K | Buy |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | $122K | Sell |
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|
2019
Q2 | $131K | Buy |
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|
2019
Q1 | $116K | Buy |
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|
2018
Q4 | $47K | Buy |
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