WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $741K | Sell |
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|
2022
Q3 | $683K | Sell |
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|
2022
Q2 | $817K | Sell |
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|
2022
Q1 | $2.35M | Buy |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $432K | Sell |
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|
2021
Q1 | $447K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $451K | Sell |
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|
2020
Q2 | $432K | Sell |
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|
2020
Q1 | $428K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $1M | Sell |
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|
2019
Q2 | $1M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $244K | Buy |
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