Acorn Financial Advisory Services’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 | $560K | Buy |
3,794
+656
| +21% | +$96.8K | 0.09% | 107 |
|
|
2025
Q1 | $411K | Buy |
3,138
+176
| +6% | +$23.1K | 0.07% | 121 |
|
|
2024
Q4 | $390K | Buy |
2,962
+245
| +9% | +$32.3K | 0.06% | 136 |
|
|
2024
Q3 | $368K | Buy |
2,717
+1
| +0% | +$135 | 0.07% | 139 |
|
|
2024
Q2 | $331K | Buy |
2,716
+364
| +15% | +$44.4K | 0.06% | 146 |
|
|
2024
Q1 | $296K | Buy |
+2,352
| New | +$296K | 0.06% | 161 |
|