Bell Investment 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 | $61.1K | Hold |
414
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $54.3K | Hold |
414
| – | – | 0.01% | 215 |
|
|
2024
Q4 | $54.5K | Hold |
414
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $56.1K | Sell |
414
-49
| -11% | -$6.64K | 0.01% | 213 |
|
|
2024
Q2 | $56.4K | Hold |
463
| – | – | 0.01% | 200 |
|
|
2024
Q1 | $58.3K | Buy |
463
+257
| +125% | +$32.4K | 0.01% | 188 |
|
|
2023
Q4 | $23.5K | Buy |
+206
| New | +$23.5K | ﹤0.01% | 325 |
|
|
2023
Q2 | – | Sell |
-315
| Closed | -$31.8K | – | 2003 |
|
|
2023
Q1 | $31.8K | Buy |
315
+2
| +0.6% | +$202 | 0.01% | 223 |
|
|
2022
Q4 | $30.8K | Buy |
313
+1
| +0.3% | +$98 | 0.01% | 230 |
|
|
2022
Q3 | $26K | Buy |
312
+2
| +0.6% | +$167 | 0.01% | 220 |
|
|
2022
Q2 | $27K | Buy |
+310
| New | +$27K | 0.01% | 220 |
|
|
2021
Q4 | $33K | Buy |
308
+1
| +0.3% | +$107 | 0.01% | 212 |
|
|
2021
Q3 | $30K | Buy |
+307
| New | +$30K | 0.01% | 214 |
|