Avantax Planning Partners’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 | $239K | Sell |
1,617
-143
| -8% | -$21.1K | 0.01% | 402 |
|
|
2025
Q1 | $231K | Sell |
1,760
-472
| -21% | -$61.9K | 0.01% | 384 |
|
|
2024
Q4 | $294K | Buy |
2,232
+579
| +35% | +$76.3K | 0.01% | 337 |
|
|
2024
Q3 | $224K | Sell |
1,653
-75
| -4% | -$10.2K | 0.01% | 400 |
|
|
2024
Q2 | $211K | Buy |
1,728
+37
| +2% | +$4.51K | 0.01% | 439 |
|
|
2024
Q1 | $213K | Sell |
1,691
-129
| -7% | -$16.2K | 0.01% | 435 |
|
|
2023
Q4 | $207K | Buy |
+1,820
| New | +$207K | 0.01% | 351 |
|
|
2021
Q3 | – | Sell |
-2,074
| Closed | -$212K | – | 345 |
|
|
2021
Q2 | $212K | Buy |
+2,074
| New | +$212K | 0.01% | 303 |
|
|
2018
Q4 | – | Sell |
-1,779
| Closed | -$139K | – | 1214 |
|
|
2018
Q3 | $139K | Buy |
+1,779
| New | +$139K | 0.01% | 283 |
|
|
2018
Q2 | – | Sell |
-2,468
| Closed | -$183K | – | 1502 |
|
|
2018
Q1 | $183K | Buy |
+2,468
| New | +$183K | 0.02% | 313 |
|