Columbia Advisory Partners’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 | $793K | Sell |
5,375
-3,982
| -43% | -$587K | 0.6% | 30 |
|
|
2025
Q1 | $1.23M | Sell |
9,357
-4,154
| -31% | -$544K | 1.06% | 24 |
|
|
2024
Q4 | $1.78M | Sell |
13,511
-48,776
| -78% | -$6.43M | 1.66% | 12 |
|
|
2024
Q3 | $8.44M | Sell |
62,287
-4,407
| -7% | -$597K | 7.99% | 5 |
|
|
2024
Q2 | $8.13M | Buy |
66,694
+3,243
| +5% | +$395K | 7.93% | 5 |
|
|
2024
Q1 | $7.99M | Buy |
63,451
+3,134
| +5% | +$395K | 8.1% | 5 |
|
|
2023
Q4 | $6.88M | Buy |
60,317
+6,235
| +12% | +$711K | 7.07% | 5 |
|
|
2023
Q3 | $5.48M | Buy |
+54,082
| New | +$5.48M | 5.97% | 6 |
|