Blue Chip Partners’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 | $1.26M | Sell |
8,515
-889
| -9% | -$131K | 0.1% | 72 |
|
|
2025
Q1 | $1.23M | Sell |
9,404
-7,956
| -46% | -$1.04M | 0.11% | 77 |
|
|
2024
Q4 | $2.29M | Buy |
17,360
+3,751
| +28% | +$494K | 0.2% | 58 |
|
|
2024
Q3 | $1.84M | Buy |
13,609
+6,002
| +79% | +$813K | 0.16% | 60 |
|
|
2024
Q2 | $927K | Buy |
7,607
+22
| +0.3% | +$2.68K | 0.09% | 78 |
|
|
2024
Q1 | $955K | Sell |
7,585
-2,454
| -24% | -$309K | 0.09% | 77 |
|
|
2023
Q4 | $1.14M | Sell |
10,039
-52
| -0.5% | -$5.93K | 0.12% | 68 |
|
|
2023
Q3 | $1.02M | Sell |
10,091
-416
| -4% | -$42.2K | 0.12% | 67 |
|
|
2023
Q2 | $1.13M | Sell |
10,507
-1,432
| -12% | -$154K | 0.13% | 76 |
|
|
2023
Q1 | $1.21M | Sell |
11,939
-1,084
| -8% | -$110K | 0.14% | 72 |
|
|
2022
Q4 | $1.28M | Buy |
+13,023
| New | +$1.28M | 0.16% | 68 |
|
|
2022
Q2 | – | Sell |
-2,314
| Closed | -$238K | – | 182 |
|
|
2022
Q1 | $238K | Sell |
2,314
-132
| -5% | -$13.6K | 0.03% | 130 |
|
|
2021
Q4 | $259K | Buy |
2,446
+1,190
| +95% | +$126K | 0.03% | 124 |
|
|
2021
Q3 | $123K | Buy |
1,256
+4
| +0.3% | +$392 | 0.02% | 151 |
|
|
2021
Q2 | $128K | Buy |
1,252
+4
| +0.3% | +$409 | 0.02% | 144 |
|
|
2021
Q1 | $123K | Buy |
+1,248
| New | +$123K | 0.02% | 143 |
|
|
2019
Q1 | – | Sell |
-25,170
| Closed | -$1.62M | – | 143 |
|
|
2018
Q4 | $1.62M | Buy |
+25,170
| New | +$1.62M | 0.41% | 59 |
|