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Polaris Wealth Advisory Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XLI Stock Details XLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-111,316
Closed -$8.78M – 210
2020
Q3 		$8.78M Buy
+111,316
New +$8.78M 0.83% 40
2019
Q2 		– Sell
-164,634
Closed -$12.6M – 179
2019
Q1 		$12.6M Buy
+164,634
New +$12.6M 0.95% 46