Apexium Financial’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 | $2.53M | Sell |
17,138
-11
| -0.1% | -$1.62K | 0.13% | 77 |
|
|
2025
Q1 | $2.25M | Buy |
17,149
+77
| +0.5% | +$10.1K | 0.13% | 77 |
|
|
2024
Q4 | $2.25M | Sell |
17,072
-667
| -4% | -$87.9K | 0.14% | 70 |
|
|
2024
Q3 | $2.4M | Sell |
17,739
-18
| -0.1% | -$2.44K | 0.16% | 57 |
|
|
2024
Q2 | $2.16M | Buy |
17,757
+140
| +0.8% | +$17.1K | 0.15% | 55 |
|
|
2024
Q1 | $2.22M | Buy |
17,617
+1,386
| +9% | +$175K | 0.17% | 54 |
|
|
2023
Q4 | $1.85M | Sell |
16,231
-439
| -3% | -$50K | 0.13% | 79 |
|
|
2023
Q3 | $1.69M | Buy |
16,670
+378
| +2% | +$38.3K | 0.17% | 60 |
|
|
2023
Q2 | $1.75M | Buy |
16,292
+133
| +0.8% | +$14.3K | 0.15% | 61 |
|
|
2023
Q1 | $1.63M | Buy |
16,159
+208
| +1% | +$21K | 0.16% | 64 |
|
|
2022
Q4 | $1.57M | Sell |
15,951
-1,845
| -10% | -$181K | 0.16% | 63 |
|
|
2022
Q3 | $1.47M | Buy |
17,796
+13,959
| +364% | +$1.16M | 0.18% | 61 |
|
|
2022
Q2 | $335K | Sell |
3,837
-92
| -2% | -$8.03K | 0.19% | 73 |
|
|
2022
Q1 | $409K | Buy |
3,929
+123
| +3% | +$12.8K | 0.21% | 58 |
|
|
2021
Q4 | $403K | Buy |
3,806
+559
| +17% | +$59.2K | 0.21% | 61 |
|
|
2021
Q3 | $318K | Hold |
3,247
| – | – | 0.18% | 67 |
|
|
2021
Q2 | $332K | Hold |
3,247
| – | – | 0.21% | 56 |
|
|
2021
Q1 | $320K | Hold |
3,247
| – | – | 0.23% | 58 |
|
|
2020
Q4 | $288K | Buy |
3,247
+121
| +4% | +$10.7K | 0.23% | 58 |
|
|
2020
Q3 | $241K | Hold |
3,126
| – | – | 0.2% | 62 |
|
|
2020
Q2 | $215K | Buy |
+3,126
| New | +$215K | 0.19% | 63 |
|