Anchor Investment Management’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 | $62.8K | Hold |
426
| – | – | 0.01% | 550 |
|
|
2025
Q1 | $55.8K | Hold |
426
| – | – | 0.01% | 552 |
|
|
2024
Q4 | $56.1K | Buy |
426
+38
| +10% | +$5.01K | 0.01% | 554 |
|
|
2024
Q3 | $52.6K | Hold |
388
| – | – | 0.01% | 559 |
|
|
2024
Q2 | $47.3K | Hold |
388
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $48.9K | Buy |
388
+63
| +19% | +$7.94K | 0.01% | 539 |
|
|
2023
Q4 | $37K | Sell |
325
-298
| -48% | -$34K | ﹤0.01% | 562 |
|
|
2023
Q3 | $63.2K | Hold |
623
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $66.9K | Sell |
623
-58
| -9% | -$6.23K | 0.01% | 465 |
|
|
2023
Q1 | $68.9K | Hold |
681
| – | – | 0.01% | 485 |
|
|
2022
Q4 | $66.9K | Hold |
681
| – | – | 0.01% | 477 |
|
|
2022
Q3 | $56.4K | Hold |
681
| – | – | 0.01% | 488 |
|
|
2022
Q2 | $59.5K | Hold |
681
| – | – | 0.01% | 512 |
|
|
2022
Q1 | $70.1K | Sell |
681
-40
| -6% | -$4.12K | 0.01% | 510 |
|
|
2021
Q4 | $76.3K | Buy |
721
+40
| +6% | +$4.23K | 0.01% | 507 |
|
|
2021
Q3 | $66.6K | Hold |
681
| – | – | 0.01% | 488 |
|
|
2021
Q2 | $69.7K | Hold |
681
| – | – | 0.01% | 490 |
|
|
2021
Q1 | $67K | Hold |
681
| – | – | 0.01% | 479 |
|
|
2020
Q4 | $60.3K | Hold |
681
| – | – | 0.01% | 441 |
|
|
2020
Q3 | $52.4K | Hold |
681
| – | – | 0.01% | 431 |
|
|
2020
Q2 | $46.8K | Hold |
681
| – | – | 0.01% | 442 |
|
|
2020
Q1 | $40.2K | Hold |
681
| – | – | 0.01% | 460 |
|
|
2019
Q4 | $55.5K | Hold |
681
| – | – | 0.01% | 444 |
|
|
2019
Q3 | $52.9K | Hold |
681
| – | – | 0.01% | 446 |
|
|
2019
Q2 | $52.7K | Buy |
681
+654
| +2,422% | +$50.6K | 0.01% | 445 |
|
|
2019
Q1 | $2.03K | Hold |
27
| – | – | ﹤0.01% | 745 |
|
|
2018
Q4 | $1.74K | Hold |
27
| – | – | ﹤0.01% | 770 |
|
|
2018
Q3 | $2.12K | Hold |
27
| – | – | ﹤0.01% | 775 |
|
|
2018
Q2 | $1.93K | Hold |
27
| – | – | ﹤0.01% | 794 |
|
|
2018
Q1 | $2.01K | Hold |
27
| – | – | ﹤0.01% | 764 |
|
|
2017
Q4 | $2.04K | Buy |
+27
| New | +$2.04K | ﹤0.01% | 764 |
|