CVA Family Office’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 | $166K | Hold |
1,126
| – | – | 0.02% | 322 |
|
|
2025
Q1 | $148K | Buy |
1,126
+76
| +7% | +$9.96K | 0.02% | 327 |
|
|
2024
Q4 | $138K | Hold |
1,050
| – | – | 0.02% | 332 |
|
|
2024
Q3 | $142K | Hold |
1,050
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $128K | Hold |
1,050
| – | – | 0.02% | 313 |
|
|
2024
Q1 | $132K | Hold |
1,050
| – | – | 0.02% | 313 |
|
|
2023
Q4 | $120K | Buy |
+1,050
| New | +$120K | 0.02% | 309 |
|
|
2023
Q3 | – | Sell |
-1,050
| Closed | -$113K | – | 974 |
|
|
2023
Q2 | $113K | Hold |
1,050
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $106K | Hold |
1,050
| – | – | 0.02% | 299 |
|
|
2022
Q4 | $103K | Hold |
1,050
| – | – | 0.03% | 286 |
|
|
2022
Q3 | $87K | Hold |
1,050
| – | – | 0.02% | 263 |
|
|
2022
Q2 | $92K | Hold |
1,050
| – | – | 0.03% | 259 |
|
|
2022
Q1 | $108K | Hold |
1,050
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $111K | Hold |
1,050
| – | – | 0.03% | 235 |
|
|
2021
Q3 | $81K | Hold |
1,050
| – | – | 0.06% | 133 |
|
|
2021
Q2 | $108K | Hold |
1,050
| – | – | 0.03% | 231 |
|
|
2021
Q1 | $103K | Hold |
1,050
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $93K | Hold |
1,050
| – | – | 0.06% | 138 |
|
|
2020
Q3 | $81K | Hold |
1,050
| – | – | 0.06% | 133 |
|
|
2020
Q2 | $72K | Hold |
1,050
| – | – | 0.06% | 135 |
|
|
2020
Q1 | $62K | Buy |
+1,050
| New | +$62K | 0.06% | 130 |
|