Crewe Advisors’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 | $33.3K | Hold |
226
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $29.6K | Sell |
226
-1,672
| -88% | -$219K | ﹤0.01% | 311 |
|
|
2024
Q4 | $250K | Buy |
1,898
+1
| +0.1% | +$132 | 0.03% | 128 |
|
|
2024
Q3 | $257K | Buy |
1,897
+1,699
| +858% | +$230K | 0.03% | 128 |
|
|
2024
Q2 | $24.1K | Buy |
198
+63
| +47% | +$7.68K | ﹤0.01% | 517 |
|
|
2024
Q1 | $17K | Sell |
135
-1,727
| -93% | -$218K | ﹤0.01% | 516 |
|
|
2023
Q4 | $212K | Buy |
1,862
+27
| +1% | +$3.08K | 0.03% | 69 |
|
|
2023
Q3 | $186K | Sell |
1,835
-75
| -4% | -$7.6K | 0.03% | 71 |
|
|
2023
Q2 | $205K | Sell |
1,910
-812
| -30% | -$87.1K | 0.03% | 136 |
|
|
2023
Q1 | $275K | Sell |
2,722
-104
| -4% | -$10.5K | 0.04% | 125 |
|
|
2022
Q4 | $278K | Hold |
2,826
| – | – | 0.04% | 119 |
|
|
2022
Q3 | $234K | Buy |
2,826
+791
| +39% | +$65.5K | 0.04% | 125 |
|
|
2022
Q2 | $178K | Buy |
2,035
+1,910
| +1,528% | +$167K | 0.04% | 147 |
|
|
2022
Q1 | $13K | Sell |
125
-144
| -54% | -$15K | ﹤0.01% | 342 |
|
|
2021
Q4 | $28K | Buy |
+269
| New | +$28K | 0.01% | 236 |
|
|
2021
Q2 | – | Sell |
-12
| Closed | -$1K | – | 490 |
|
|
2021
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 453 |
|
|
2018
Q3 | – | Sell |
-121
| Closed | -$9K | – | 269 |
|
|
2018
Q2 | $9K | Buy |
+121
| New | +$9K | 0.01% | 218 |
|
|
2018
Q1 | – | Sell |
-1,095
| Closed | -$83K | – | 290 |
|
|
2017
Q4 | $83K | Buy |
+1,095
| New | +$83K | 0.08% | 92 |
|