Optimum Investment Advisors’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 | $308K | Hold |
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|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $284K | Hold |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $369K | Sell |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $336K | Hold |
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|
2022
Q1 | $396K | Hold |
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|
2021
Q4 | $407K | Sell |
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|
2021
Q3 | $424K | Sell |
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|
2021
Q2 | $653K | Sell |
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|
2021
Q1 | $655K | Sell |
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|
2020
Q4 | $642K | Hold |
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|
2020
Q3 | $558K | Sell |
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|
2020
Q2 | $502K | Hold |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $696K | Hold |
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|
2019
Q3 | $663K | Buy |
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|
2019
Q2 | $639K | Hold |
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|
2019
Q1 | $619K | Sell |
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|
2018
Q4 | $548K | Hold |
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|
2018
Q3 | $667K | Hold |
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|
2018
Q2 | $609K | Hold |
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|
2018
Q1 | $632K | Hold |
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|
2017
Q4 | $644K | Buy |
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|
2017
Q3 | $563K | Hold |
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|
2017
Q2 | $540K | Sell |
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|
2017
Q1 | $548K | Sell |
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|
2016
Q4 | $568K | Buy |
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|
2016
Q3 | $492K | Hold |
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|
2016
Q2 | $472K | Sell |
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|
2016
Q1 | $521K | Hold |
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|
2015
Q4 | $498K | Sell |
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|
2015
Q3 | $493K | Buy |
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|
2015
Q1 | $603K | Sell |
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|
2014
Q4 | $640K | Buy |
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|
2014
Q3 | $74K | Hold |
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|
2014
Q2 | $71K | Buy |
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