Northstar Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $622K | Sell |
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|
2020
Q1 | $722K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $993K | Buy |
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|
2018
Q4 | $840K | Buy |
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|
2018
Q3 | $976K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.27M | Buy |
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|
2017
Q3 | $1.96M | Sell |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.98M | Buy |
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