Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,950
| Closed | -$222K | – | 155 |
|
|
2023
Q4 | $222K | Buy |
+1,950
| New | +$222K | 0.03% | 145 |
|
|
2022
Q4 | – | Sell |
-4,642
| Closed | -$385K | – | 206 |
|
|
2022
Q3 | $385K | Buy |
+4,642
| New | +$385K | 0.06% | 113 |
|
|
2022
Q1 | – | Sell |
-107
| Closed | -$11K | – | 674 |
|
|
2021
Q4 | $11K | Buy |
+107
| New | +$11K | ﹤0.01% | 315 |
|