Birchcreek Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
|
|||||
|
2025
Q1 | $224K | Sell |
|
|||||
|
2024
Q4 | $230K | Sell |
|
|||||
|
2024
Q3 | $276K | Sell |
|
|||||
|
2024
Q2 | $1.5M | Sell |
|
|||||
|
2024
Q1 | $1.89M | Buy |
|
|||||
|
2023
Q4 | $1.7M | Buy |
|
|||||
|
2023
Q3 | $1.34M | Buy |
|
|||||
|
2023
Q2 | $977K | Buy |
|
|||||
|
2023
Q1 | $489K | Buy |
|
|||||
|
2022
Q4 | $233K | Sell |
|
|||||
|
2022
Q3 | $264K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $224K | Sell |
|
|||||
|
2021
Q4 | $232K | Sell |
|
|||||
|
2021
Q3 | $223K | Sell |
|
|||||
|
2021
Q2 | $238K | Hold |
|
|||||
|
2021
Q1 | $229K | Sell |
|
|||||
|
2020
Q4 | $210K | Buy |
|