CA
Cresta Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
13,316
-636
| -5% | -$93.8K | 0.96% | 24 |
|
|
2025
Q1 | $1.83M | Sell |
13,952
-869
| -6% | -$114K | 0.95% | 23 |
|
|
2024
Q4 | $2.01M | Hold |
14,821
| – | – | 1.05% | 24 |
|
|
2024
Q3 | $2.01M | Buy |
14,821
+938
| +7% | +$127K | 1.05% | 24 |
|
|
2024
Q2 | $1.69M | Buy |
13,883
+2,307
| +20% | +$281K | 1% | 24 |
|
|
2024
Q1 | $1.46M | Buy |
11,576
+349
| +3% | +$44K | 0.92% | 24 |
|
|
2023
Q4 | $1.28M | Buy |
11,227
+248
| +2% | +$28.3K | 0.85% | 25 |
|
|
2023
Q3 | $1.11M | Buy |
10,979
+389
| +4% | +$39.4K | 0.86% | 24 |
|
|
2023
Q2 | $1.14M | Buy |
+10,590
| New | +$1.14M | 0.88% | 27 |
|
|
2023
Q1 | – | Sell |
-3,933
| Closed | -$386K | – | 44 |
|
|
2022
Q4 | $386K | Hold |
3,933
| – | – | 0.34% | 25 |
|
|
2022
Q3 | $326K | Buy |
+3,933
| New | +$326K | 0.4% | 24 |
|