Private Wealth Advisors (Pennsylvania)’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$266K	Sell	3,006 -453	-13%	-$40.1K	0.15%	98
2020 Q3	$266K	Sell	3,459 -636	-16%	-$48.9K	0.17%	86
2020 Q2	$281K	Sell	4,095 -330	-7%	-$22.6K	0.19%	83
2020 Q1	$276K	Sell	4,425 -1,037	-19%	-$64.7K	0.21%	79
2019 Q4	$451K	Sell	5,462 -9,977	-65%	-$824K	0.24%	85
2019 Q3	$1.2M	Sell	15,439 -40,552	-72%	-$3.15M	0.61%	49
2019 Q2	$4.34M	Hold	55,991	–	–	1.54%	19
2019 Q1	$4.2M	Sell	55,991 -1,530	-3%	-$115K	1.57%	18
2018 Q4	$3.71M	Sell	57,521 -716	-1%	-$46.1K	1.61%	18
2018 Q3	$4.57M	Sell	58,237 -574	-1%	-$45K	1.69%	15
2018 Q2	$4.21M	Buy	58,811 +200	+0.3%	+$14.3K	1.68%	16
2018 Q1	$4.35M	Sell	58,611 -1,852	-3%	-$138K	1.74%	12
2017 Q4	$4.58M	Sell	60,463 -723	-1%	-$54.7K	1.77%	12
2017 Q3	$4.34M	Sell	61,186 -88	-0.1%	-$6.25K	1.78%	14
2017 Q2	$4.17M	Sell	61,274 -477	-0.8%	-$32.5K	1.79%	16
2017 Q1	$4.02M	Sell	61,751 -2,533	-4%	-$165K	1.8%	15
2016 Q4	$4M	Sell	64,284 -1,338	-2%	-$83.3K	1.86%	15
2016 Q3	$3.83M	Buy	65,622 +262	+0.4%	+$15.3K	1.82%	17
2016 Q2	$3.66M	Sell	65,360 -111	-0.2%	-$6.22K	1.8%	17
2016 Q1	$3.63M	Sell	65,471 -1,000	-2%	-$55.5K	1.93%	13
2015 Q4	$3.52M	Buy	66,471 +24,736	+59%	+$1.31M	1.98%	13
2015 Q3	$2.08M	Sell	41,735 -1,417	-3%	-$70.7K	1.04%	30
2015 Q2	$2.33M	Sell	43,152 -1,786	-4%	-$96.6K	1.06%	33
2015 Q1	$2.51M	Sell	44,938 -1,723	-4%	-$96.1K	1.17%	30
2014 Q4	$2.64M	Buy	46,661 +864	+2%	+$48.9K	1.28%	28
2014 Q3	$2.43M	Sell	45,797 -1,124	-2%	-$59.7K	1.28%	23
2014 Q2	$2.54M	Buy	46,921 +26	+0.1%	+$1.41K	1.3%	23
2014 Q1	$2.45M	Sell	46,895 -66	-0.1%	-$3.45K	1.34%	22
2013 Q4	$2.45M	Sell	46,961 -1,344	-3%	-$70.2K	1.34%	21
2013 Q3	$2.24M	Buy	48,305 +493	+1%	+$22.9K	1.32%	24
2013 Q2	$2.04M	Buy	+47,812	New	+$2.04M	1.27%	23