TCI 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	-246	Closed	-$20K	–	2666
2022 Q3	$20K	Buy	+246	New	+$22.6K	﹤0.01%	665
2022 Q1	–	Sell	-5	Closed	-$1K	–	2486
2021 Q4	$1K	Sell	5 -1	-17%	-$104	﹤0.01%	2254
2021 Q3	$1K	Buy	+6	New	+$616	﹤0.01%	2326
2020 Q1	–	Sell	-3,500	Closed	-$285K	–	1794
2019 Q4	$285K	Buy	3,500 +3,122	+826%	+$249K	0.11%	134
2019 Q3	$29K	Buy	378 +7	+2%	+$537	0.01%	434
2019 Q2	$29K	Sell	371 -341	-48%	-$25.9K	0.01%	409
2019 Q1	$53K	Buy	712 +399	+127%	+$28.9K	0.02%	326
2018 Q4	$20K	Hold	313	–	–	0.01%	476
2018 Q3	$25K	Hold	313	–	–	0.01%	458
2018 Q2	$22K	Hold	313	–	–	0.01%	469
2018 Q1	$23K	Hold	313	–	–	0.01%	461
2017 Q4	$24K	Hold	313	–	–	0.01%	465
2017 Q3	$22K	Buy	+313	New	+$21.5K	0.01%	448
2017 Q1	–	Sell	-16	Closed	-$1K	–	1391
2016 Q4	$1K	Sell	16 -331	-95%	-$19.9K	﹤0.01%	1254
2016 Q3	$20K	Buy	+347	New	+$20.2K	0.01%	451
2015 Q1	–	Sell	-339	Closed	-$19K	–	964
2014 Q4	$19K	Hold	339	–	–	0.01%	362
2014 Q3	$18K	Hold	339	–	–	0.01%	351
2014 Q2	$18K	Buy	+339	New	+$18.1K	0.01%	357