Brighton Jones LLC’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 | $484K | Sell |
3,280
-526
| -14% | -$77.6K | 0.01% | 549 |
|
|
2025
Q1 | $499K | Buy |
3,806
+1,248
| +49% | +$164K | 0.02% | 387 |
|
|
2024
Q4 | $337K | Buy |
+2,558
| New | +$337K | 0.01% | 487 |
|
|
2024
Q3 | – | Sell |
-2,781
| Closed | -$339K | – | 669 |
|
|
2024
Q2 | $339K | Buy |
2,781
+1,111
| +67% | +$135K | 0.01% | 449 |
|
|
2024
Q1 | $210K | Buy |
+1,670
| New | +$210K | 0.01% | 563 |
|
|
2020
Q1 | – | Sell |
-3,619
| Closed | -$295K | – | 327 |
|
|
2019
Q4 | $295K | Buy |
3,619
+667
| +23% | +$54.4K | 0.03% | 249 |
|
|
2019
Q3 | $229K | Buy |
2,952
+2
| +0.1% | +$155 | 0.03% | 270 |
|
|
2019
Q2 | $228K | Buy |
2,950
+1
| +0% | +$77 | 0.03% | 265 |
|
|
2019
Q1 | $221K | Buy |
+2,949
| New | +$221K | 0.03% | 276 |
|
|
2018
Q4 | – | Sell |
-3,052
| Closed | -$239K | – | 292 |
|
|
2018
Q3 | $239K | Buy |
3,052
+107
| +4% | +$8.38K | 0.03% | 234 |
|
|
2018
Q2 | $211K | Sell |
2,945
-272
| -8% | -$19.5K | 0.03% | 277 |
|
|
2018
Q1 | $239K | Buy |
3,217
+325
| +11% | +$24.1K | 0.03% | 252 |
|
|
2017
Q4 | $219K | Sell |
2,892
-124
| -4% | -$9.39K | 0.03% | 260 |
|
|
2017
Q3 | $214K | Buy |
+3,016
| New | +$214K | 0.03% | 261 |
|