PRW Wealth Management’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
2023 Q3	$423K	Buy	+4,334	New	+$464K	0.16%	51
2023 Q2	–	Sell	-4,007	Closed	-$401K	–	122
2023 Q1	$401K	Buy	+4,007	New	+$403K	0.16%	62
2022 Q4	–	Sell	-4,040	Closed	-$335K	–	105
2022 Q3	$335K	Sell	4,040 -369	-8%	-$34K	0.16%	58
2022 Q2	$385K	Sell	4,409 -206	-4%	-$19.4K	0.23%	53
2022 Q1	$475K	Buy	4,615 +734	+19%	+$74.6K	0.21%	58
2021 Q4	$411K	Buy	3,881 +12	+0.3%	+$1.25K	0.19%	58
2021 Q3	$378K	Buy	+3,869	New	+$397K	0.19%	60
2019 Q2	–	Sell	-750	Closed	-$56K	–	690
2019 Q1	$56K	Hold	750	–	–	0.05%	128
2018 Q4	$48K	Buy	+750	New	+$53.1K	0.06%	138