Cooksen Wealth’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 | $3.83M | Buy |
25,929
+3,811
| +17% | +$562K | 3.07% | 10 |
|
|
2025
Q1 | $2.79M | Sell |
22,118
-2,188
| -9% | -$276K | 2.83% | 10 |
|
|
2024
Q4 | $3.2M | Buy |
24,306
+394
| +2% | +$51.9K | 2.95% | 10 |
|
|
2024
Q3 | $3.24M | Buy |
23,912
+592
| +3% | +$80.2K | 3.03% | 10 |
|
|
2024
Q2 | $2.84M | Buy |
23,320
+1,202
| +5% | +$146K | 2.87% | 11 |
|
|
2024
Q1 | $2.79M | Buy |
22,118
+1,546
| +8% | +$195K | 2.9% | 10 |
|
|
2023
Q4 | $2.35M | Buy |
+20,572
| New | +$2.35M | 2.66% | 12 |
|