Roman Butler Fullerton & Co’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,572	Closed	-$555K	–	273
2024 Q3	$555K	Hold	4,572	–	–	0.17%	134
2024 Q2	$555K	Hold	4,572	–	–	0.18%	119
2024 Q1	$555K	Buy	4,572 +168	+4%	+$20.4K	0.21%	115
2023 Q4	$499K	Buy	+4,404	New	+$499K	0.19%	125