Acima Private Wealth’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
196
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $25.7K | Hold |
196
| – | – | 0.01% | 159 |
|
|
2024
Q4 | $25.8K | Hold |
196
| – | – | 0.01% | 162 |
|
|
2024
Q3 | $26.5K | Hold |
196
| – | – | 0.01% | 162 |
|
|
2024
Q2 | $23.9K | Hold |
196
| – | – | 0.01% | 161 |
|
|
2024
Q1 | $24.7K | Hold |
196
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $22.3K | Hold |
196
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $19.9K | Hold |
196
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $21K | Hold |
196
| – | – | 0.01% | 185 |
|
|
2023
Q1 | $19.8K | Hold |
196
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $19.2K | Hold |
196
| – | – | 0.01% | 181 |
|
|
2022
Q3 | $16.2K | Hold |
196
| – | – | 0.01% | 187 |
|
|
2022
Q2 | $17.1K | Hold |
196
| – | – | 0.01% | 189 |
|
|
2022
Q1 | $20K | Hold |
196
| – | – | 0.01% | 199 |
|
|
2021
Q4 | $21K | Sell |
196
-100
| -34% | -$10.7K | 0.01% | 197 |
|
|
2021
Q3 | $29K | Hold |
296
| – | – | 0.01% | 177 |
|
|
2021
Q2 | $30K | Sell |
296
-149
| -33% | -$15.1K | 0.01% | 172 |
|
|
2021
Q1 | $44K | Hold |
445
| – | – | 0.02% | 163 |
|
|
2020
Q4 | $39K | Hold |
445
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $34K | Hold |
445
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $31K | Hold |
445
| – | – | 0.02% | 180 |
|
|
2020
Q1 | $26K | Sell |
445
-2,206
| -83% | -$129K | 0.02% | 190 |
|
|
2019
Q4 | $216K | Buy |
2,651
+114
| +4% | +$9.29K | 0.15% | 130 |
|
|
2019
Q3 | $196K | Buy |
2,537
+445
| +21% | +$34.4K | 0.15% | 131 |
|
|
2019
Q2 | $162K | Hold |
2,092
| – | – | 0.13% | 135 |
|
|
2019
Q1 | $157K | Hold |
2,092
| – | – | 0.13% | 132 |
|
|
2018
Q4 | $135K | Buy |
+2,092
| New | +$135K | 0.13% | 134 |
|