Arkadios Wealth 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 | $3.77M | Buy |
25,571
+6,317
| +33% | +$932K | 0.11% | 203 |
|
|
2025
Q1 | $2.52M | Buy |
19,254
+6,327
| +49% | +$829K | 0.1% | 239 |
|
|
2024
Q4 | $1.7M | Buy |
12,927
+3,343
| +35% | +$440K | 0.09% | 209 |
|
|
2024
Q3 | $1.3M | Buy |
9,584
+61
| +0.6% | +$8.26K | 0.07% | 262 |
|
|
2024
Q2 | $1.16M | Buy |
9,523
+6,443
| +209% | +$785K | 0.08% | 248 |
|
|
2024
Q1 | $388K | Sell |
3,080
-333
| -10% | -$41.9K | 0.03% | 458 |
|
|
2023
Q4 | $389K | Sell |
3,413
-312
| -8% | -$35.6K | 0.03% | 442 |
|
|
2023
Q3 | $378K | Buy |
3,725
+356
| +11% | +$36.1K | 0.04% | 416 |
|
|
2023
Q2 | $362K | Buy |
3,369
+198
| +6% | +$21.2K | 0.04% | 392 |
|
|
2023
Q1 | $321K | Sell |
3,171
-92
| -3% | -$9.31K | 0.04% | 418 |
|
|
2022
Q4 | $320K | Sell |
3,263
-80
| -2% | -$7.86K | 0.04% | 383 |
|
|
2022
Q3 | $277K | Sell |
3,343
-163
| -5% | -$13.5K | 0.04% | 401 |
|
|
2022
Q2 | $306K | Buy |
3,506
+673
| +24% | +$58.7K | 0.05% | 390 |
|
|
2022
Q1 | $292K | Buy |
2,833
+231
| +9% | +$23.8K | 0.04% | 435 |
|
|
2021
Q4 | $275K | Buy |
2,602
+547
| +27% | +$57.8K | 0.04% | 464 |
|
|
2021
Q3 | $201K | Sell |
2,055
-3,387
| -62% | -$331K | 0.03% | 506 |
|
|
2021
Q2 | $557K | Buy |
5,442
+1,133
| +26% | +$116K | 0.07% | 302 |
|
|
2021
Q1 | $424K | Buy |
4,309
+3,385
| +366% | +$333K | 0.07% | 278 |
|
|
2020
Q4 | $81K | Buy |
+924
| New | +$81K | 0.02% | 470 |
|
|
2020
Q3 | – | Sell |
-43
| Closed | -$3K | – | 1073 |
|
|
2020
Q2 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 844 |
|