Meristem Family Wealth’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$981K Sell
9,530
-677
-7% -$69.7K 0.11% 111
2021
Q4
$1.08M Hold
10,207
0.09% 123
2021
Q3
$999K Buy
10,207
+677
+7% +$66.3K 0.1% 134
2021
Q2
$976K Hold
9,530
0.15% 95
2021
Q1
$938K Hold
9,530
0.19% 66
2020
Q4
$844K Hold
9,530
0.18% 71
2020
Q3
$734K Hold
9,530
0.19% 70
2020
Q2
$655K Hold
9,530
0.18% 76
2020
Q1
$562K Hold
9,530
0.17% 79
2019
Q4
$776K Hold
9,530
0.19% 70
2019
Q3
$740K Hold
9,530
0.2% 71
2019
Q2
$738K Hold
9,530
0.23% 65
2019
Q1
$715K Hold
9,530
0.24% 58
2018
Q4
$614K Hold
9,530
0.22% 59
2018
Q3
$747K Hold
9,530
0.26% 48
2018
Q2
$683K Hold
9,530
0.24% 53
2018
Q1
$708K Sell
9,530
-1,750
-16% -$130K 0.25% 54
2017
Q4
$854K Hold
11,280
0.31% 48
2017
Q3
$801K Hold
11,280
0.32% 49
2017
Q2
$768K Hold
11,280
0.32% 48
2017
Q1
$734K Hold
11,280
0.29% 49
2016
Q4
$702K Hold
11,280
0.29% 51
2016
Q3
$659K Hold
11,280
0.28% 52
2016
Q2
$632K Hold
11,280
0.28% 48
2016
Q1
$626K Sell
11,280
-200
-2% -$11.1K 0.28% 48
2015
Q4
$609K Hold
11,480
0.24% 50
2015
Q3
$573K Hold
11,480
0.3% 40
2015
Q2
$621K Hold
11,480
0.27% 48
2015
Q1
$640K Buy
11,480
+200
+2% +$11.2K 0.27% 55
2014
Q4
$638K Hold
11,280
0.23% 59
2014
Q3
$600K Hold
11,280
0.26% 58
2014
Q2
$610K Hold
11,280
0.26% 57
2014
Q1
$590K Sell
11,280
-1,100
-9% -$57.5K 0.26% 60
2013
Q4
$647K Hold
12,380
0.27% 60
2013
Q3
$574K Hold
12,380
0.26% 57
2013
Q2
$528K Buy
+12,380
New +$528K 0.24% 60