Trust Company of Vermont’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$101K | – | 893 |
|
|
2023
Q3 | $101K | Hold |
1,000
| – | – | 0.01% | 365 |
|
|
2023
Q2 | $107K | Hold |
1,000
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $101K | Hold |
1,000
| – | – | 0.01% | 392 |
|
|
2022
Q4 | $98.2K | Sell |
1,000
-984
| -50% | -$96.6K | 0.01% | 387 |
|
|
2022
Q3 | $164K | Buy |
+1,984
| New | +$164K | 0.01% | 325 |
|
|
2015
Q1 | – | Sell |
-97
| Closed | -$5K | – | 803 |
|
|
2014
Q4 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 724 |
|
|
2013
Q3 | – | Sell |
-100
| Closed | -$4K | – | 725 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 649 |
|