CarsonAllaria 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 | $19.8K | Hold |
134
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $17.6K | Hold |
134
| – | – | 0.01% | 204 |
|
|
2024
Q4 | $17.7K | Hold |
134
| – | – | 0.01% | 207 |
|
|
2024
Q3 | $18.1K | Buy |
+134
| New | +$18.1K | 0.01% | 209 |
|
|
2024
Q2 | – | Sell |
-12
| Closed | -$1.51K | – | 427 |
|
|
2024
Q1 | $1.51K | Buy |
+12
| New | +$1.51K | ﹤0.01% | 346 |
|