Coppell Advisory Solutions’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
Q1 | – | Sell |
-411
| Closed | -$54.2K | – | 1908 |
|
|
2024
Q4 | $54.2K | Buy |
411
+18
| +5% | +$2.38K | 0.01% | 556 |
|
|
2024
Q3 | $53K | Sell |
393
-61
| -13% | -$8.23K | 0.01% | 540 |
|
|
2024
Q2 | $55.3K | Buy |
+454
| New | +$55.3K | 0.01% | 473 |
|
|
2023
Q4 | $81.7K | Buy |
717
+449
| +168% | +$51.2K | 0.02% | 398 |
|
|
2023
Q3 | $26.3K | Sell |
268
-9
| -3% | -$884 | 0.01% | 448 |
|
|
2023
Q2 | $29.4K | Buy |
+277
| New | +$29.4K | 0.01% | 488 |
|
|
2023
Q1 | – | Sell |
-268
| Closed | -$26.3K | – | 1108 |
|
|
2022
Q4 | $26.3K | Buy |
+268
| New | +$26.3K | 0.01% | 453 |
|