Atticus 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 | $96.7K | Sell |
655
-11
| -2% | -$1.62K | 0.03% | 245 |
|
|
2025
Q1 | $87.2K | Buy |
666
+2
| +0.3% | +$262 | 0.03% | 180 |
|
|
2024
Q4 | $87.4K | Buy |
664
+4
| +0.6% | +$527 | 0.03% | 179 |
|
|
2024
Q3 | $89.4K | Hold |
660
| – | – | 0.03% | 179 |
|
|
2024
Q2 | $80.4K | Sell |
660
-1,291
| -66% | -$157K | 0.03% | 186 |
|
|
2024
Q1 | $246K | Buy |
1,951
+1,094
| +128% | +$138K | 0.08% | 112 |
|
|
2023
Q4 | $97.7K | Sell |
857
-280
| -25% | -$31.9K | 0.03% | 172 |
|
|
2023
Q3 | $115K | Sell |
1,137
-255
| -18% | -$25.9K | 0.04% | 161 |
|
|
2023
Q2 | $149K | Sell |
1,392
-1,347
| -49% | -$145K | 0.06% | 150 |
|
|
2023
Q1 | $277K | Sell |
2,739
-17,259
| -86% | -$1.75M | 0.11% | 106 |
|
|
2022
Q4 | $1.96M | Buy |
19,998
+3,052
| +18% | +$300K | 0.81% | 20 |
|
|
2022
Q3 | $1.48M | Hold |
16,946
| – | – | 0.72% | 27 |
|
|
2022
Q2 | $1.48M | Buy |
16,946
+1,556
| +10% | +$136K | 0.61% | 34 |
|
|
2022
Q1 | $1.59M | Buy |
15,390
+675
| +5% | +$69.5K | 0.58% | 36 |
|
|
2021
Q4 | $1.56M | Buy |
14,715
+463
| +3% | +$49K | 0.61% | 33 |
|
|
2021
Q3 | $1.39M | Sell |
14,252
-3,523
| -20% | -$345K | 0.61% | 31 |
|
|
2021
Q2 | $1.82M | Buy |
17,775
+589
| +3% | +$60.3K | 0.79% | 32 |
|
|
2021
Q1 | $1.69M | Sell |
17,186
-5,157
| -23% | -$508K | 0.81% | 32 |
|
|
2020
Q4 | $1.98M | Buy |
22,343
+671
| +3% | +$59.4K | 1% | 25 |
|
|
2020
Q3 | $1.67M | Buy |
21,672
+2,370
| +12% | +$183K | 1% | 22 |
|
|
2020
Q2 | $1.33M | Buy |
19,302
+13,527
| +234% | +$929K | 0.88% | 27 |
|
|
2020
Q1 | $341K | Buy |
+5,775
| New | +$341K | 0.27% | 56 |
|