BlackDiamond Wealth 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 | $270K | Buy |
1,823
+316
| +21% | +$46.8K | 0.16% | 127 |
|
2025
Q1 | $205K | Sell |
1,507
-211
| -12% | -$28.7K | 0.14% | 149 |
|
2024
Q4 | $226K | Sell |
1,718
-65
| -4% | -$8.57K | 0.13% | 144 |
|
2024
Q3 | $253K | Sell |
1,783
-504
| -22% | -$71.5K | 0.15% | 141 |
|
2024
Q2 | $284K | Sell |
2,287
-15
| -0.7% | -$1.86K | 0.19% | 112 |
|
2024
Q1 | $290K | Buy |
+2,302
| New | +$290K | 0.21% | 111 |
|