Spruce Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $740K | Sell |
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|
2017
Q3 | $762K | Sell |
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|
2017
Q2 | $764K | Sell |
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|
2017
Q1 | $837K | Sell |
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|
2016
Q4 | $2.04M | Sell |
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|
2016
Q3 | $3M | Sell |
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|
2016
Q2 | $3.42M | Sell |
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|
2016
Q1 | $6.25M | Buy |
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|
2015
Q4 | $510K | Sell |
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|
2015
Q3 | $897K | Sell |
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|
2015
Q2 | $989K | Sell |
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|
2015
Q1 | $1.16M | Buy |
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|
2014
Q4 | $853K | Sell |
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|
2014
Q3 | $15.4M | Buy |
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