Diversified Portfolios Inc’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 | $204K | Buy |
+1,385
| New | +$204K | 0.02% | 158 |
|
|
2017
Q1 | – | Sell |
-3,696
| Closed | -$230K | – | 54 |
|
|
2016
Q4 | $230K | Hold |
3,696
| – | – | 0.14% | 42 |
|
|
2016
Q3 | $216K | Hold |
3,696
| – | – | 0.14% | 40 |
|
|
2016
Q2 | $207K | Hold |
3,696
| – | – | 0.13% | 48 |
|
|
2016
Q1 | $205K | Buy |
+3,696
| New | +$205K | 0.13% | 50 |
|
|
2015
Q2 | – | Sell |
-3,696
| Closed | -$206K | – | 55 |
|
|
2015
Q1 | $206K | Sell |
3,696
-437
| -11% | -$24.4K | 0.13% | 51 |
|
|
2014
Q4 | $234K | Buy |
+4,133
| New | +$234K | 0.14% | 72 |
|