SFMG Wealth Advisors’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	–	Sell	-2,748	Closed	-$233K	–	280
2022 Q3	$233K	Sell	2,748 -570	-17%	-$52.5K	0.03%	200
2022 Q2	$290K	Sell	3,318 -187	-5%	-$17.6K	0.03%	184
2022 Q1	$361K	Hold	3,505	–	–	0.04%	180
2021 Q4	$371K	Sell	3,505 -196	-5%	-$20.4K	0.04%	175
2021 Q3	$362K	Sell	3,701 -241	-6%	-$24.8K	0.04%	178
2021 Q2	$404K	Sell	3,942 -48	-1%	-$4.92K	0.04%	170
2021 Q1	$393K	Buy	3,990 +10	+0.3%	+$916	0.05%	162
2020 Q4	$352K	Buy	+3,980	New	+$335K	0.04%	156
2015 Q2	–	Sell	-634,776	Closed	-$35.4M	–	174
2015 Q1	$35.4M	Buy	+634,776	New	+$35.7M	2.86%	12
2014 Q1	–	Sell	-243,581	Closed	-$12.7M	–	84
2013 Q4	$12.7M	Buy	243,581 +18,705	+8%	+$919K	4.38%	9
2013 Q3	$10.4M	Buy	+224,876	New	+$10.2M	4.18%	9