Source Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $366K | Buy |
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $300K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $447K | Sell |
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|
2021
Q2 | $949K | Buy |
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|
2021
Q1 | $878K | Buy |
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|
2020
Q4 | $784K | Buy |
|