Smith Salley Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Sell |
|
|||||
|
2025
Q2 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $906K | Sell |
|
|||||
|
2024
Q4 | $921K | Hold |
|
|||||
|
2024
Q3 | $946K | Hold |
|
|||||
|
2024
Q2 | $852K | Sell |
|
|||||
|
2024
Q1 | $914K | Sell |
|
|||||
|
2023
Q4 | $832K | Hold |
|
|||||
|
2023
Q3 | $740K | Sell |
|
|||||
|
2023
Q2 | $802K | Sell |
|
|||||
|
2023
Q1 | $799K | Sell |
|
|||||
|
2022
Q4 | $803K | Sell |
|
|||||
|
2022
Q3 | $713K | Sell |
|
|||||
|
2022
Q2 | $821K | Buy |
|
|||||
|
2022
Q1 | $886K | Sell |
|
|||||
|
2021
Q4 | $931K | Buy |
|
|||||
|
2021
Q3 | $861K | Sell |
|
|||||
|
2021
Q2 | $963K | Hold |
|
|||||
|
2021
Q1 | $926K | Sell |
|
|||||
|
2020
Q4 | $909K | Buy |
|
|||||
|
2020
Q3 | $753K | Sell |
|
|||||
|
2020
Q2 | $675K | Sell |
|
|||||
|
2020
Q1 | $724K | Buy |
|
|||||
|
2019
Q4 | $984K | Buy |
|
|||||
|
2019
Q3 | $845K | Buy |
|
|||||
|
2019
Q2 | $837K | Buy |
|
|||||
|
2019
Q1 | $783K | Sell |
|
|||||
|
2018
Q4 | $753K | Sell |
|
|||||
|
2018
Q3 | $926K | Sell |
|
|||||
|
2018
Q2 | $858K | Sell |
|
|||||
|
2018
Q1 | $1.07M | Sell |
|
|||||
|
2017
Q4 | $1.13M | Sell |
|
|||||
|
2017
Q3 | $1.75M | Sell |
|
|||||
|
2017
Q2 | $1.79M | Buy |
|
|||||
|
2017
Q1 | $1.42M | Sell |
|
|||||
|
2016
Q4 | $1.35M | Buy |
|
|||||
|
2016
Q3 | $1.26M | Sell |
|
|||||
|
2016
Q2 | $1.22M | Buy |
|
|||||
|
2016
Q1 | $1.21M | Sell |
|
|||||
|
2015
Q4 | $1.18M | Sell |
|
|||||
|
2015
Q3 | $1.21M | Sell |
|
|||||
|
2015
Q2 | $1.39M | Sell |
|
|||||
|
2015
Q1 | $1.46M | Sell |
|
|||||
|
2014
Q4 | $1.51M | Sell |
|
|||||
|
2014
Q3 | $1.54M | Buy |
|
|||||
|
2014
Q2 | $1.56M | Sell |
|
|||||
|
2014
Q1 | $1.52M | Buy |
|
|||||
|
2013
Q4 | $1.51M | Sell |
|
|||||
|
2013
Q3 | $1.39M | Buy |
|
|||||
|
2013
Q2 | $1.25M | Buy |
|