Berger Financial Group’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 | $474K | Sell |
3,215
-141
| -4% | -$20.8K | 0.03% | 270 |
|
|
2025
Q1 | $440K | Sell |
3,356
-44
| -1% | -$5.77K | 0.03% | 275 |
|
|
2024
Q4 | $448K | Buy |
3,400
+5
| +0.1% | +$659 | 0.03% | 270 |
|
|
2024
Q3 | $460K | Sell |
3,395
-125
| -4% | -$16.9K | 0.03% | 241 |
|
|
2024
Q2 | $429K | Hold |
3,520
| – | – | 0.03% | 232 |
|
|
2024
Q1 | $443K | Buy |
3,520
+54
| +2% | +$6.8K | 0.04% | 219 |
|
|
2023
Q4 | $395K | Buy |
+3,466
| New | +$395K | 0.04% | 188 |
|