Montecito Bank & Trust’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 | $270K | Buy |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $310K | Sell |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $279K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $826K | Sell |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $865K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $588K | Buy |
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|
2017
Q3 | $523K | Sell |
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|
2017
Q2 | $579K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $12K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $222K | Sell |
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|
2014
Q2 | $302K | Sell |
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|
2014
Q1 | $370K | Sell |
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|
2013
Q4 | $407K | Buy |
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|
2013
Q3 | $325K | Buy |
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|
2013
Q2 | $215K | Buy |
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