Capital Planning Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.18M | Sell |
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|
2025
Q2 | $6.08M | Sell |
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|
2025
Q1 | $5.62M | Buy |
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|
2024
Q4 | $3.76M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $270K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $152K | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $3.38M | Sell |
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|
2018
Q4 | $2.93M | Sell |
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|
2018
Q3 | $3.92M | Buy |
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|
2018
Q2 | $2.63M | Sell |
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|
2018
Q1 | $3.49M | Buy |
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|
2017
Q4 | $3.41M | Buy |
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|
2017
Q3 | $2.75M | Buy |
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|
2017
Q2 | $2.31M | Buy |
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|
2017
Q1 | $1.38M | Buy |
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|
2016
Q4 | $1.24M | Buy |
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|
2016
Q3 | $277K | Buy |
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|
2016
Q2 | $250K | Sell |
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|
2016
Q1 | $303K | Sell |
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|
2015
Q4 | $329K | Buy |
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|
2015
Q3 | $234K | Sell |
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|
2015
Q2 | $773K | Buy |
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|
2015
Q1 | $367K | Sell |
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|
2014
Q4 | $1.35M | Buy |
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