Aries 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 | – | Sell |
-3,560
| Closed | -$467K | – | 233 |
|
|
2025
Q1 | $467K | Buy |
3,560
+349
| +11% | +$45.7K | 0.13% | 143 |
|
|
2024
Q4 | $423K | Buy |
3,211
+1,112
| +53% | +$147K | 0.12% | 149 |
|
|
2024
Q3 | $284K | Sell |
2,099
-217
| -9% | -$29.4K | 0.08% | 192 |
|
|
2024
Q2 | $282K | Sell |
2,316
-438
| -16% | -$53.4K | 0.09% | 164 |
|
|
2024
Q1 | $347K | Sell |
2,754
-260
| -9% | -$32.8K | 0.11% | 151 |
|
|
2023
Q4 | $344K | Sell |
3,014
-200
| -6% | -$22.8K | 0.12% | 142 |
|
|
2023
Q3 | $330K | Buy |
3,214
+1,079
| +51% | +$111K | 0.13% | 140 |
|
|
2023
Q2 | $229K | Buy |
2,135
+10
| +0.5% | +$1.07K | 0.09% | 174 |
|
|
2023
Q1 | $215K | Buy |
+2,125
| New | +$215K | 0.09% | 178 |
|