Beese Fulmer Investment 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 | $406K | Sell |
2,754
-100
| -4% | -$14.8K | 0.03% | 202 |
|
|
2025
Q1 | $374K | Buy |
2,854
+1,100
| +63% | +$144K | 0.03% | 180 |
|
|
2024
Q4 | $231K | Hold |
1,754
| – | – | 0.02% | 207 |
|
|
2024
Q3 | $238K | Sell |
1,754
-6
| -0.3% | -$813 | 0.02% | 209 |
|
|
2024
Q2 | $214K | Hold |
1,760
| – | – | 0.02% | 210 |
|
|
2024
Q1 | $222K | Hold |
1,760
| – | – | 0.02% | 208 |
|
|
2023
Q4 | $201K | Buy |
+1,760
| New | +$201K | 0.02% | 217 |
|