Sargent Bickham Lagudis’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
2022 Q4	$468K	Hold	4,770	–	–	0.04%	192
2022 Q3	$395K	Sell	4,770 -25	-0.5%	-$2.3K	0.04%	187
2022 Q2	$419K	Buy	4,795 +50	+1%	+$4.71K	0.04%	191
2022 Q1	$489K	Sell	4,745 -9,728	-67%	-$988K	0.04%	185
2021 Q4	$1.53M	Buy	14,473 +8,299	+134%	+$862K	0.12%	114
2021 Q3	$604K	Buy	6,174 +96	+2%	+$9.86K	0.05%	156
2021 Q2	$622K	Sell	6,078 -283	-4%	-$29K	0.05%	151
2021 Q1	$626K	Buy	6,361 +528	+9%	+$48.3K	0.06%	142
2020 Q4	$517K	Hold	5,833	–	–	0.05%	156
2020 Q3	$449K	Hold	5,833	–	–	0.05%	152
2020 Q2	$401K	Sell	5,833 -1,110	-16%	-$72K	0.04%	149
2020 Q1	$410K	Buy	6,943 +2,332	+51%	+$176K	0.05%	153
2019 Q4	$376K	Hold	4,611	–	–	0.04%	162
2019 Q3	$358K	Sell	4,611 -628	-12%	-$48.2K	0.04%	154
2019 Q2	$406K	Hold	5,239	–	–	0.05%	150
2019 Q1	$393K	Sell	5,239 -331	-6%	-$24K	0.05%	160
2018 Q4	$359K	Hold	5,570	–	–	0.05%	156
2018 Q3	$437K	Hold	5,570	–	–	0.05%	149
2018 Q2	$399K	Sell	5,570 -1,614	-22%	-$120K	0.05%	148
2018 Q1	$534K	Sell	7,184 -4,195	-37%	-$323K	0.07%	140
2017 Q4	$861K	Buy	11,379 +2,174	+24%	+$158K	0.1%	125
2017 Q3	$654K	Buy	9,205 +4,405	+92%	+$303K	0.08%	137
2017 Q2	$327K	Buy	4,800 +1,767	+58%	+$118K	0.04%	166
2017 Q1	$197K	Hold	3,033	–	–	0.03%	210
2016 Q4	$189K	Buy	3,033 +2,166	+250%	+$130K	0.03%	204
2016 Q3	$357	Sell	867 -5,563	-87%	-$323K	0.05%	154
2016 Q2	$360K	Hold	6,430	–	–	0.06%	156
2016 Q1	$357K	Buy	+6,430	New	+$332K	0.06%	157