Cape Investment Advisory’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 | – | Sell |
-35
| Closed | -$4.59K | – | 1266 |
|
|
2025
Q1 | $4.59K | Buy |
+35
| New | +$4.59K | ﹤0.01% | 766 |
|
|
2024
Q4 | – | Sell |
-15
| Closed | -$2.03K | – | 1162 |
|
|
2024
Q3 | $2.03K | Hold |
15
| – | – | ﹤0.01% | 820 |
|
|
2024
Q2 | $1.83K | Sell |
15
-104
| -87% | -$12.7K | ﹤0.01% | 794 |
|
|
2024
Q1 | $15K | Buy |
119
+104
| +693% | +$13.1K | 0.01% | 476 |
|
|
2023
Q4 | $1.71K | Sell |
15
-199
| -93% | -$22.7K | ﹤0.01% | 950 |
|
|
2023
Q3 | $21.7K | Sell |
214
-202
| -49% | -$20.5K | 0.01% | 427 |
|
|
2023
Q2 | $44.6K | Buy |
416
+1
| +0.2% | +$107 | 0.02% | 300 |
|
|
2023
Q1 | $42K | Buy |
+415
| New | +$42K | 0.03% | 295 |
|