Concord Wealth 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 | $7.38K | Hold |
50
| – | – | ﹤0.01% | 580 |
|
|
2025
Q1 | $6.55K | Sell |
50
-41
| -45% | -$5.37K | ﹤0.01% | 551 |
|
|
2024
Q4 | $12K | Hold |
91
| – | – | ﹤0.01% | 509 |
|
|
2024
Q3 | $12.3K | Sell |
91
-14
| -13% | -$1.9K | ﹤0.01% | 538 |
|
|
2024
Q2 | $12.8K | Hold |
105
| – | – | ﹤0.01% | 480 |
|
|
2024
Q1 | $13.2K | Hold |
105
| – | – | ﹤0.01% | 542 |
|
|
2023
Q4 | $12K | Sell |
105
-176
| -63% | -$20.1K | ﹤0.01% | 546 |
|
|
2023
Q3 | $28.5K | Hold |
281
| – | – | 0.01% | 457 |
|
|
2023
Q2 | $30.2K | Hold |
281
| – | – | 0.01% | 439 |
|
|
2023
Q1 | $28.4K | Sell |
281
-48
| -15% | -$4.86K | 0.01% | 434 |
|
|
2022
Q4 | $32.3K | Buy |
+329
| New | +$32.3K | 0.01% | 459 |
|
|
2022
Q3 | – | Sell |
-281
| Closed | -$25K | – | 1183 |
|
|
2022
Q2 | $25K | Hold |
281
| – | – | 0.01% | 502 |
|
|
2022
Q1 | $29K | Hold |
281
| – | – | 0.01% | 558 |
|
|
2021
Q4 | $30K | Hold |
281
| – | – | 0.01% | 561 |
|
|
2021
Q3 | $27K | Sell |
281
-68
| -19% | -$6.53K | 0.01% | 327 |
|
|
2021
Q2 | $36K | Hold |
349
| – | – | 0.01% | 400 |
|
|
2021
Q1 | $34K | Buy |
349
+156
| +81% | +$15.2K | 0.01% | 397 |
|
|
2020
Q4 | $17K | Buy |
+193
| New | +$17K | 0.01% | 329 |
|