Capital Wealth Planning’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 | $3.35M | Buy |
+22,725
| New | +$3.35M | 0.03% | 71 |
|
|
2024
Q2 | – | Sell |
-10,736
| Closed | -$1.35M | – | 154 |
|
|
2024
Q1 | $1.35M | Buy |
+10,736
| New | +$1.35M | 0.01% | 81 |
|
|
2023
Q4 | – | Sell |
-8,969
| Closed | -$909K | – | 166 |
|
|
2023
Q3 | $909K | Buy |
+8,969
| New | +$909K | 0.01% | 70 |
|
|
2020
Q2 | – | Sell |
-18,692
| Closed | -$1.1M | – | 227 |
|
|
2020
Q1 | $1.1M | Sell |
18,692
-3,498
| -16% | -$206K | 0.07% | 66 |
|
|
2019
Q4 | $1.81M | Buy |
22,190
+1,377
| +7% | +$112K | 0.11% | 54 |
|
|
2019
Q3 | $1.63M | Buy |
20,813
+14,090
| +210% | +$1.1M | 0.1% | 59 |
|
|
2019
Q2 | $520K | Buy |
+6,723
| New | +$520K | 0.04% | 125 |
|
|
2017
Q3 | – | Sell |
-41,943
| Closed | -$2.86M | – | 188 |
|
|
2017
Q2 | $2.86M | Buy |
+41,943
| New | +$2.86M | 0.46% | 32 |
|