Clear Point Advisors’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
2024
Q4
Sell
-228
Closed -$30.8K 542
2024
Q3
$30.8K Buy
228
+1
+0.4% +$135 0.02% 243
2024
Q2
$27.7K Buy
227
+1
+0.4% +$122 0.02% 242
2024
Q1
$28.5K Hold
226
0.02% 244
2023
Q4
$25.7K Buy
+226
New +$25.7K 0.02% 241