Valley Wealth Managers’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
Q3 | $74.3K | Hold |
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|
2025
Q2 | $71.1K | Sell |
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|
2025
Q1 | $163K | Sell |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $168K | Sell |
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|
2024
Q2 | $155K | Hold |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $149K | Sell |
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|
2023
Q2 | $165K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $263K | Sell |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $373K | Sell |
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|
2021
Q2 | $396K | Sell |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $314K | Sell |
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|
2020
Q3 | $284K | Buy |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $200K | Sell |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $268K | Hold |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $200K | Sell |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $43K | Buy |
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|
2016
Q4 | $19K | Buy |
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|
2016
Q3 | $12K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $275K | Sell |
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|
2015
Q1 | $295K | Buy |
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|
2014
Q4 | $223K | Sell |
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|
2014
Q3 | $321K | Buy |
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|
2014
Q2 | $325K | Buy |
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|
2014
Q1 | $250K | Buy |
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|
2013
Q4 | $238K | Sell |
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|
2013
Q3 | $222K | Buy |
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