Angeles Wealth 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 | $52.2K | Buy |
354
+150
| +74% | +$22.1K | ﹤0.01% | 377 |
|
|
2025
Q1 | $26.7K | Hold |
204
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $26.9K | Sell |
204
-1,000
| -83% | -$132K | ﹤0.01% | 352 |
|
|
2024
Q3 | $163K | Buy |
1,204
+1,000
| +490% | +$135K | 0.01% | 268 |
|
|
2024
Q2 | $24.9K | Sell |
204
-192
| -48% | -$23.4K | ﹤0.01% | 274 |
|
|
2024
Q1 | $49.9K | Hold |
396
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $45.1K | Buy |
396
+192
| +94% | +$21.9K | 0.01% | 224 |
|
|
2023
Q3 | $20.7K | Hold |
204
| – | – | ﹤0.01% | 213 |
|
|
2023
Q2 | $21.9K | Hold |
204
| – | – | ﹤0.01% | 209 |
|
|
2023
Q1 | $20.6K | Hold |
204
| – | – | ﹤0.01% | 196 |
|
|
2022
Q4 | $20K | Hold |
204
| – | – | ﹤0.01% | 200 |
|
|
2022
Q3 | $17K | Hold |
204
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $18K | Hold |
204
| – | – | ﹤0.01% | 191 |
|
|
2022
Q1 | $21K | Buy |
+204
| New | +$21K | ﹤0.01% | 186 |
|