Linscomb Wealth’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,734
| Closed | -$277K | – | 290 |
|
|
2023
Q1 | $277K | Buy |
2,734
+20
| +0.7% | +$2.01K | 0.01% | 260 |
|
|
2022
Q4 | $267K | Buy |
2,714
+38
| +1% | +$3.62K | 0.01% | 297 |
|
|
2022
Q3 | $222K | Sell |
2,676
-200
| -7% | -$18.4K | 0.01% | 271 |
|
|
2022
Q2 | $251K | Sell |
2,876
-937
| -25% | -$88.3K | 0.01% | 265 |
|
|
2022
Q1 | $393K | Hold |
3,813
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $403K | Buy |
3,813
+1
| +0% | +$104 | 0.02% | 246 |
|
|
2021
Q3 | $373K | Sell |
3,812
-90
| -2% | -$9.24K | 0.02% | 248 |
|
|
2021
Q2 | $400K | Sell |
3,902
-90
| -2% | -$9.22K | 0.02% | 235 |
|
|
2021
Q1 | $393K | Sell |
3,992
-643
| -14% | -$58.9K | 0.02% | 235 |
|
|
2020
Q4 | $410K | Buy |
4,635
+692
| +18% | +$58.3K | 0.02% | 217 |
|
|
2020
Q3 | $304K | Buy |
+3,943
| New | +$295K | 0.02% | 238 |
|
|
2019
Q4 | – | Sell |
-2,674
| Closed | -$208K | – | 421 |
|
|
2019
Q3 | $208K | Hold |
2,674
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $207K | Sell |
2,674
-101
| -4% | -$7.68K | 0.02% | 258 |
|
|
2019
Q1 | $208K | Buy |
+2,775
| New | +$201K | 0.02% | 257 |
|
|
2018
Q4 | – | Sell |
-2,861
| Closed | -$224K | – | 280 |
|
|
2018
Q3 | $224K | Buy |
+2,861
| New | +$218K | 0.02% | 256 |
|
|
2015
Q1 | – | Sell |
-4,337
| Closed | -$245K | – | 274 |
|
|
2014
Q4 | $245K | Sell |
4,337
-451
| -9% | -$24.8K | 0.03% | 243 |
|
|
2014
Q3 | $254K | Buy |
4,788
+77
| +2% | +$4.13K | 0.03% | 243 |
|
|
2014
Q2 | $255K | Buy |
4,711
+2
| +0% | +$107 | 0.03% | 230 |
|
|
2014
Q1 | $246K | Buy |
+4,709
| New | +$242K | 0.03% | 237 |
|
Other funds holding XLI
