Colton Groome Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
25,679
-803
| -3% | -$118K | 1.28% | 18 |
|
|
2025
Q1 | $3.47M | Sell |
26,482
-1,390
| -5% | -$182K | 1.35% | 16 |
|
|
2024
Q4 | $3.67M | Sell |
27,872
-829
| -3% | -$109K | 1.4% | 16 |
|
|
2024
Q3 | $3.89M | Sell |
28,701
-582
| -2% | -$78.8K | 1.45% | 14 |
|
|
2024
Q2 | $3.57M | Buy |
29,283
+1,084
| +4% | +$132K | 1.41% | 14 |
|
|
2024
Q1 | $3.55M | Buy |
28,199
+871
| +3% | +$110K | 1.43% | 15 |
|
|
2023
Q4 | $3.12M | Sell |
27,328
-1,990
| -7% | -$227K | 1.36% | 19 |
|
|
2023
Q3 | $2.97M | Buy |
29,318
+8,625
| +42% | +$874K | 1.49% | 20 |
|
|
2023
Q2 | $2.22M | Buy |
20,693
+6,955
| +51% | +$746K | 1.04% | 26 |
|
|
2023
Q1 | $1.39M | Buy |
13,738
+4,834
| +54% | +$489K | 0.66% | 42 |
|
|
2022
Q4 | $874K | Buy |
8,904
+3,905
| +78% | +$384K | 0.43% | 49 |
|
|
2022
Q3 | $414K | Buy |
4,999
+815
| +19% | +$67.5K | 0.21% | 65 |
|
|
2022
Q2 | $365K | Buy |
4,184
+1,200
| +40% | +$105K | 0.18% | 69 |
|
|
2022
Q1 | $307K | Buy |
+2,984
| New | +$307K | 0.14% | 80 |
|