West Oak Capital’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 | $1.6K | Hold |
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|
2025
Q2 | $1.53K | Hold |
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|
2025
Q1 | $1.36K | Hold |
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|
2024
Q4 | $1.36M | Hold |
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|
2024
Q3 | $1.4K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $122K | Hold |
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|
2023
Q3 | $110K | Hold |
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|
2023
Q2 | $117K | Buy |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $178K | Sell |
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|
2021
Q4 | $187K | Sell |
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|
2021
Q3 | $178K | Hold |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $174K | Hold |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $136K | Hold |
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|
2020
Q2 | $121K | Hold |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $144K | Hold |
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|
2019
Q3 | $137K | Hold |
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|
2019
Q2 | $137K | Hold |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $139K | Hold |
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|
2018
Q2 | $127K | Hold |
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|
2018
Q1 | $131K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $107K | Hold |
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|
2017
Q2 | $102K | Buy |
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|
2017
Q1 | $83.9K | Hold |
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|
2016
Q4 | $80.3K | Hold |
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|
2016
Q3 | $75.3K | Hold |
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|
2016
Q2 | $72.3K | Sell |
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|
2016
Q1 | $93.7K | Hold |
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|
2015
Q4 | $89.6K | Hold |
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|
2015
Q3 | $84.3K | Hold |
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|
2015
Q2 | $91.4K | Hold |
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|
2015
Q1 | $94.3K | Hold |
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|
2014
Q4 | $95.6K | Hold |
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|
2014
Q3 | $89.8K | Hold |
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|
2014
Q2 | $91.4K | Hold |
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|
2014
Q1 | $88.4K | Buy |
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|
2013
Q4 | $65.3K | Hold |
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|
2013
Q3 | $58K | Buy |
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|
2013
Q2 | $42.6K | Buy |
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