Partnervest Advisory Services’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 Q1	–	Sell	-3,745	Closed	-$306K	–	266
2019 Q4	$306K	Sell	3,745 -1,468	-28%	-$117K	0.11%	144
2019 Q3	$405K	Sell	5,213 -1,585	-23%	-$122K	0.15%	123
2019 Q2	$526K	Buy	6,798 +3,346	+97%	+$254K	0.21%	89
2019 Q1	$259K	Buy	+3,452	New	+$250K	0.11%	176
2018 Q4	–	Sell	-4,134	Closed	-$324K	–	253
2018 Q3	$324K	Buy	4,134 +14	+0.3%	+$1.07K	0.13%	156
2018 Q2	$295K	Sell	4,120 -2,620	-39%	-$194K	0.14%	148
2018 Q1	$501K	Buy	6,740 +1,105	+20%	+$85.1K	0.24%	88
2017 Q4	$426K	Buy	5,635 +2,010	+55%	+$146K	0.21%	108
2017 Q3	$257K	Sell	3,625 -1,220	-25%	-$83.9K	0.13%	153
2017 Q2	$330K	Sell	4,845 -190	-4%	-$12.7K	0.15%	139
2017 Q1	$328K	Buy	5,035 +1,235	+33%	+$79.8K	0.15%	136
2016 Q4	$236K	Sell	3,800 -1,689	-31%	-$102K	0.11%	174
2016 Q3	$320K	Sell	5,489 -470	-8%	-$27.3K	0.15%	147
2016 Q2	$334K	Buy	5,959 +1,129	+23%	+$62.9K	0.17%	131
2016 Q1	$268K	Sell	4,830 -5,270	-52%	-$272K	0.15%	147
2015 Q4	$536K	Sell	10,100 -131	-1%	-$7.03K	0.3%	70
2015 Q3	$510K	Buy	10,231 +2,980	+41%	+$157K	0.29%	70
2015 Q2	$391K	Hold	7,251	–	–	0.19%	99
2015 Q1	$404K	Hold	7,251	–	–	0.21%	80
2014 Q4	$410K	Buy	+7,251	New	+$398K	0.2%	86
2014 Q3	–	Sell	-17,341	Closed	-$937K	–	819
2014 Q2	$937K	Sell	17,341 -6,860	-28%	-$367K	0.42%	38
2014 Q1	$1.27M	Buy	24,201 +15,793	+188%	+$811K	0.57%	28
2013 Q4	$440K	Buy	8,408 +7,702	+1,091%	+$379K	0.2%	80
2013 Q3	$33K	Buy	706 +101	+17%	+$4.57K	0.02%	349
2013 Q2	$26K	Buy	+605	New	+$25.7K	0.01%	366