CFC Planning Company’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
$2.12M Buy
14,348
+1,367
+11% +$202K 2% 19
2025
Q1
$1.7M Sell
12,981
-3,087
-19% -$405K 1.86% 24
2024
Q4
$2.12M Buy
+16,068
New +$2.12M 2.27% 22