Brown Miller 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 | $587K | Hold |
3,981
| – | – | 0.18% | 94 |
|
|
2025
Q1 | $522K | Buy |
+3,981
| New | +$522K | 0.18% | 99 |
|
|
2024
Q4 | – | Sell |
-2,422
| Closed | -$328K | – | 134 |
|
|
2024
Q3 | $328K | Sell |
2,422
-1,617
| -40% | -$219K | 0.13% | 94 |
|
|
2024
Q2 | $492K | Sell |
4,039
-404
| -9% | -$49.2K | 0.2% | 81 |
|
|
2024
Q1 | $560K | Sell |
4,443
-4,470
| -50% | -$563K | 0.25% | 74 |
|
|
2023
Q4 | $1.02M | Buy |
8,913
+126
| +1% | +$14.4K | 0.51% | 48 |
|
|
2023
Q3 | $891K | Buy |
8,787
+533
| +6% | +$54K | 0.5% | 53 |
|
|
2023
Q2 | $886K | Buy |
8,254
+178
| +2% | +$19.1K | 0.48% | 51 |
|
|
2023
Q1 | $817K | Buy |
+8,076
| New | +$817K | 0.48% | 54 |
|
|
2021
Q4 | – | Sell |
-5,601
| Closed | -$548K | – | 124 |
|
|
2021
Q3 | $548K | Hold |
5,601
| – | – | 0.34% | 60 |
|
|
2021
Q2 | $573K | Buy |
+5,601
| New | +$573K | 0.37% | 61 |
|