Center for Financial 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 | $24.3K | Hold |
165
| – | – | ﹤0.01% | 374 |
|
2025
Q1 | $21.6K | Hold |
165
| – | – | ﹤0.01% | 382 |
|
2024
Q4 | $21.7K | Hold |
165
| – | – | ﹤0.01% | 342 |
|
2024
Q3 | $22.3K | Hold |
165
| – | – | ﹤0.01% | 327 |
|
2024
Q2 | $20.1K | Hold |
165
| – | – | ﹤0.01% | 324 |
|
2024
Q1 | $20.8K | Hold |
165
| – | – | ﹤0.01% | 325 |
|
2023
Q4 | $18.8K | Hold |
165
| – | – | ﹤0.01% | 314 |
|
2023
Q3 | $16.7K | Hold |
165
| – | – | ﹤0.01% | 310 |
|
2023
Q2 | $17.7K | Hold |
165
| – | – | ﹤0.01% | 325 |
|
2023
Q1 | $16.7K | Hold |
165
| – | – | ﹤0.01% | 306 |
|
2022
Q4 | $16.2K | Hold |
165
| – | – | ﹤0.01% | 305 |
|
2022
Q3 | $14K | Hold |
165
| – | – | ﹤0.01% | 325 |
|
2022
Q2 | $14K | Hold |
165
| – | – | ﹤0.01% | 332 |
|
2022
Q1 | $17K | Hold |
165
| – | – | ﹤0.01% | 324 |
|
2021
Q4 | $17K | Hold |
165
| – | – | ﹤0.01% | 328 |
|
2021
Q3 | $16K | Hold |
165
| – | – | ﹤0.01% | 322 |
|
2021
Q2 | $17K | Hold |
165
| – | – | ﹤0.01% | 319 |
|
2021
Q1 | $16K | Hold |
165
| – | – | ﹤0.01% | 331 |
|
2020
Q4 | $15K | Buy |
+165
| New | +$15K | ﹤0.01% | 312 |
|