Arista 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 | $410K | Hold |
2,777
| – | – | 0.06% | 162 |
|
|
2025
Q1 | $364K | Sell |
2,777
-151
| -5% | -$19.8K | 0.09% | 47 |
|
|
2024
Q4 | $386K | Buy |
2,928
+151
| +5% | +$19.9K | 0.09% | 47 |
|
|
2024
Q3 | $376K | Hold |
2,777
| – | – | 0.09% | 46 |
|
|
2024
Q2 | $338K | Buy |
+2,777
| New | +$338K | 0.09% | 47 |
|
|
2024
Q1 | – | Sell |
-2,777
| Closed | -$317K | – | 57 |
|
|
2023
Q4 | $317K | Hold |
2,777
| – | – | 0.12% | 40 |
|
|
2023
Q3 | $282K | Hold |
2,777
| – | – | 0.11% | 46 |
|
|
2023
Q2 | $298K | Sell |
2,777
-237
| -8% | -$25.4K | 0.12% | 48 |
|
|
2023
Q1 | $305K | Sell |
3,014
-63
| -2% | -$6.37K | 0.17% | 45 |
|
|
2022
Q4 | $302K | Buy |
+3,077
| New | +$302K | 0.19% | 48 |
|