Ulland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
|
|||||
|
2025
Q1 | $13K | Hold |
|
|||||
|
2024
Q4 | $13K | Buy |
|
|||||
|
2024
Q3 | $3K | Hold |
|
|||||
|
2024
Q2 | $3K | Hold |
|
|||||
|
2024
Q1 | $3K | Hold |
|
|||||
|
2023
Q4 | $3K | Sell |
|
|||||
|
2023
Q3 | $43K | Hold |
|
|||||
|
2023
Q2 | $46K | Hold |
|
|||||
|
2023
Q1 | $43K | Hold |
|
|||||
|
2022
Q4 | $42K | Sell |
|
|||||
|
2022
Q3 | $56K | Hold |
|
|||||
|
2022
Q2 | $59K | Hold |
|
|||||
|
2022
Q1 | $70K | Sell |
|
|||||
|
2021
Q4 | $322K | Buy |
|