ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.71M | Buy |
|
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $592K | Sell |
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|
2016
Q4 | $1.1M | Buy |
|
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|
2016
Q3 | $808K | Sell |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $587K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $484K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $692K | Buy |
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|
2013
Q2 | $603K | Buy |
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