Circle Wealth Management’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
Q2 | $780K | Sell |
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|
2025
Q1 | $719K | Hold |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $545K | Buy |
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|
2024
Q2 | $490K | Buy |
|
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|
2024
Q1 | $471K | Sell |
|
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $762K | Buy |
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|
2023
Q1 | $717K | Sell |
|
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $655K | Buy |
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|
2022
Q2 | $690K | Sell |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.53M | Sell |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $213K | Buy |
|