Winch Advisory Services’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Winch Advisory Services’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$24.9K	Buy	169 +1	+0.6%	+$147	0.01%	218
2025 Q1	$22K	Hold	168	–	–	0.01%	218
2024 Q4	$22.1K	Buy	168 +1	+0.6%	+$131	0.01%	220
2024 Q3	$22.6K	Buy	167 +1	+0.6%	+$135	0.01%	209
2024 Q2	$20.3K	Hold	166	–	–	0.01%	213
2024 Q1	$20.9K	Buy	166 +1	+0.6%	+$126	0.01%	204
2023 Q4	$18.8K	Buy	165 +1	+0.6%	+$114	0.01%	208
2023 Q3	$17K	Hold	164	–	–	0.01%	211
2023 Q2	$18K	Buy	164 +1	+0.6%	+$110	0.01%	204
2023 Q1	$16K	Buy	163 +1	+0.6%	+$98	0.01%	210
2022 Q4	$16K	Buy	162 +1	+0.6%	+$99	0.01%	207
2022 Q3	$13K	Hold	161	–	–	0.01%	206
2022 Q2	$14K	Hold	161	–	–	0.01%	206
2022 Q1	$17K	Hold	161	–	–	0.01%	215
2021 Q4	$17K	Buy	161 +1	+0.6%	+$106	0.01%	228
2021 Q3	$16K	Hold	160	–	–	0.01%	237
2021 Q2	$16K	Buy	160 +1	+0.6%	+$100	0.01%	236
2021 Q1	$16K	Hold	159	–	–	0.01%	215
2020 Q4	$14K	Buy	159 +1	+0.6%	+$88	0.01%	198
2020 Q3	$12K	Hold	158	–	–	0.01%	191
2020 Q2	$11K	Buy	158 +1	+0.6%	+$70	0.01%	191
2020 Q1	$9K	Buy	157 +1	+0.6%	+$57	﹤0.01%	179
2019 Q4	$13K	Buy	156 +1	+0.6%	+$83	0.01%	188
2019 Q3	$12K	Buy	155 +1	+0.6%	+$77	0.01%	183
2019 Q2	$12K	Hold	154	–	–	0.01%	192
2019 Q1	$12K	Buy	154 +1	+0.7%	+$78	0.01%	184
2018 Q4	$10K	Buy	153 +1	+0.7%	+$65	0.01%	180
2018 Q3	$12K	Buy	152 +1	+0.7%	+$79	0.01%	171
2018 Q2	$11K	Sell	151 -69,523	-100%	-$5.06M	0.01%	188
2018 Q1	$5.18M	Buy	69,674 +2,592	+4%	+$193K	3.03%	7
2017 Q4	$5.08M	Buy	67,082 +978	+1%	+$74K	3.05%	10
2017 Q3	$4.69M	Buy	66,104 +1,015	+2%	+$72.1K	3.05%	11
2017 Q2	$4.43M	Sell	65,089 -1,252	-2%	-$85.3K	2.79%	12
2017 Q1	$4.32M	Sell	66,341 -338	-0.5%	-$22K	2.74%	10
2016 Q4	$4.15M	Buy	+66,679	New	+$4.15M	2.86%	10
2015 Q1	–	Sell	-25,112	Closed	-$1.42M	–	322
2014 Q4	$1.42M	Buy	+25,112	New	+$1.42M	0.77%	27
2014 Q3	–	Sell	-30,107	Closed	-$1.63M	–	274
2014 Q2	$1.63M	Buy	+30,107	New	+$1.63M	0.96%	36