Ancora Advisors’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 | $219K | Sell |
1,486
-103
| -6% | -$15.2K | ﹤0.01% | 690 |
|
|
2025
Q1 | $208K | Buy |
1,589
+239
| +18% | +$31.3K | ﹤0.01% | 690 |
|
|
2024
Q4 | $178K | Hold |
1,350
| – | – | ﹤0.01% | 726 |
|
|
2024
Q3 | $183K | Hold |
1,350
| – | – | ﹤0.01% | 701 |
|
|
2024
Q2 | $165K | Hold |
1,350
| – | – | ﹤0.01% | 687 |
|
|
2024
Q1 | $170K | Sell |
1,350
-56
| -4% | -$7.05K | ﹤0.01% | 695 |
|
|
2023
Q4 | $160K | Sell |
1,406
-299
| -18% | -$34.1K | ﹤0.01% | 688 |
|
|
2023
Q3 | $173K | Hold |
1,705
| – | – | ﹤0.01% | 671 |
|
|
2023
Q2 | $183K | Sell |
1,705
-107
| -6% | -$11.5K | ﹤0.01% | 652 |
|
|
2023
Q1 | $183K | Buy |
1,812
+389
| +27% | +$39.4K | 0.01% | 650 |
|
|
2022
Q4 | $140K | Buy |
1,423
+242
| +20% | +$23.8K | ﹤0.01% | 726 |
|
|
2022
Q3 | $98K | Sell |
1,181
-229
| -16% | -$19K | ﹤0.01% | 875 |
|
|
2022
Q2 | $123K | Buy |
1,410
+455
| +48% | +$39.7K | ﹤0.01% | 876 |
|
|
2022
Q1 | $98K | Hold |
955
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q4 | $101K | Hold |
955
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q3 | $93K | Hold |
955
| – | – | ﹤0.01% | 989 |
|
|
2021
Q2 | $98K | Hold |
955
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $94K | Hold |
955
| – | – | ﹤0.01% | 875 |
|
|
2020
Q4 | $85K | Buy |
955
+27
| +3% | +$2.4K | ﹤0.01% | 762 |
|
|
2020
Q3 | $71K | Buy |
928
+478
| +106% | +$36.6K | ﹤0.01% | 765 |
|
|
2020
Q2 | $31K | Hold |
450
| – | – | ﹤0.01% | 892 |
|
|
2020
Q1 | $27K | Hold |
450
| – | – | ﹤0.01% | 966 |
|
|
2019
Q4 | $37K | Buy |
+450
| New | +$37K | ﹤0.01% | 940 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$47K | – | 1196 |
|
|
2018
Q3 | $47K | Buy |
+600
| New | +$47K | ﹤0.01% | 906 |
|
|
2017
Q1 | – | Sell |
-1,955
| Closed | -$122K | – | 1084 |
|
|
2016
Q4 | $122K | Buy |
+1,955
| New | +$122K | 0.01% | 631 |
|