Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
14,284
-852
| -6% | -$126K | 0.73% | 40 |
|
|
2025
Q1 | $1.99M | Hold |
15,136
| – | – | 0.67% | 44 |
|
|
2024
Q4 | $1.99M | Sell |
15,136
-2,844
| -16% | -$375K | 0.67% | 44 |
|
|
2024
Q3 | $2.44M | Sell |
17,980
-1,411
| -7% | -$191K | 0.67% | 48 |
|
|
2024
Q2 | $2.36M | Buy |
19,391
+486
| +3% | +$59.2K | 1.17% | 29 |
|
|
2024
Q1 | $2.38M | Sell |
18,905
-2,028
| -10% | -$255K | 0.66% | 45 |
|
|
2023
Q4 | $2.39M | Sell |
20,933
-2,396
| -10% | -$273K | 0.64% | 47 |
|
|
2023
Q3 | $2.37M | Sell |
23,329
-455
| -2% | -$46.1K | 0.64% | 46 |
|
|
2023
Q2 | $2.59M | Buy |
23,784
+88
| +0.4% | +$9.59K | 0.67% | 42 |
|
|
2023
Q1 | $2.38M | Sell |
23,696
-5,550
| -19% | -$558K | 0.65% | 40 |
|
|
2022
Q4 | $3M | Sell |
29,246
-25,664
| -47% | -$2.63M | 0.78% | 34 |
|
|
2022
Q3 | $4.76M | Sell |
54,910
-7,079
| -11% | -$613K | 1.19% | 23 |
|
|
2022
Q2 | $5.87M | Buy |
61,989
+10,836
| +21% | +$1.03M | 1.19% | 24 |
|
|
2022
Q1 | $5.27M | Buy |
51,153
+17,827
| +53% | +$1.84M | 0.87% | 30 |
|
|
2021
Q4 | $3.4M | Buy |
33,326
+13,450
| +68% | +$1.37M | 0.54% | 45 |
|
|
2021
Q3 | $1.95M | Buy |
19,876
+7,239
| +57% | +$708K | 0.31% | 60 |
|
|
2021
Q2 | $1.29M | Buy |
12,637
+9,588
| +314% | +$982K | 0.21% | 72 |
|
|
2021
Q1 | $300K | Buy |
+3,049
| New | +$300K | 0.05% | 136 |
|
|
2020
Q2 | – | Sell |
-522
| Closed | -$29K | – | 812 |
|
|
2020
Q1 | $29K | Buy |
+522
| New | +$29K | 0.01% | 309 |
|