Claro Advisors’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 | $595K | Sell |
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|
2025
Q1 | $827K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $911K | Buy |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $455K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $236K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10K | Buy |
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