ACM
Avalon Capital Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $608K | Hold |
4,121
| – | – | 0.16% | 78 |
|
2025
Q1 | $540K | Hold |
4,121
| – | – | 0.16% | 81 |
|
2024
Q4 | $543K | Hold |
4,121
| – | – | 0.18% | 80 |
|
2024
Q3 | $558K | Hold |
4,121
| – | – | 0.17% | 74 |
|
2024
Q2 | $502K | Buy |
+4,121
| New | +$502K | 0.16% | 71 |
|
2017
Q4 | – | Sell |
-54,440
| Closed | -$3.87M | – | 102 |
|
2017
Q3 | $3.87M | Buy |
+54,440
| New | +$3.87M | 2.68% | 6 |
|