Dumont & Blake Investment 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 | $844K | Buy |
5,720
+82
| +1% | +$12.1K | 0.22% | 105 |
|
|
2025
Q1 | $739K | Buy |
5,638
+2,126
| +61% | +$279K | 0.21% | 114 |
|
|
2024
Q4 | $463K | Sell |
3,512
-75
| -2% | -$9.88K | 0.12% | 139 |
|
|
2024
Q3 | $486K | Sell |
3,587
-3,571
| -50% | -$484K | 0.13% | 139 |
|
|
2024
Q2 | $872K | Buy |
7,158
+3,588
| +101% | +$437K | 0.12% | 141 |
|
|
2024
Q1 | $450K | Sell |
3,570
-130
| -4% | -$16.4K | 0.13% | 139 |
|
|
2023
Q4 | $422K | Buy |
3,700
+124
| +3% | +$14.1K | 0.13% | 137 |
|
|
2023
Q3 | $363K | Sell |
3,576
-219
| -6% | -$22.2K | 0.12% | 138 |
|
|
2023
Q2 | $407K | Buy |
3,795
+13
| +0.3% | +$1.39K | 0.13% | 138 |
|
|
2023
Q1 | $383K | Buy |
3,782
+32
| +0.9% | +$3.24K | 0.13% | 139 |
|
|
2022
Q4 | $368K | Buy |
3,750
+3
| +0.1% | +$294 | 0.13% | 140 |
|
|
2022
Q3 | $310K | Buy |
3,747
+15
| +0.4% | +$1.24K | 0.12% | 149 |
|
|
2022
Q2 | $326K | Sell |
3,732
-598
| -14% | -$52.2K | 0.11% | 160 |
|
|
2022
Q1 | $446K | Buy |
+4,330
| New | +$446K | 0.12% | 150 |
|
|
2015
Q1 | – | Sell |
-16,298
| Closed | -$922K | – | 157 |
|
|
2014
Q4 | $922K | Buy |
16,298
+440
| +3% | +$24.9K | 0.46% | 89 |
|
|
2014
Q3 | $843K | Buy |
15,858
+128
| +0.8% | +$6.8K | 0.43% | 93 |
|
|
2014
Q2 | $850K | Buy |
15,730
+136
| +0.9% | +$7.35K | 0.43% | 89 |
|
|
2014
Q1 | $816K | Sell |
15,594
-1,263
| -7% | -$66.1K | 0.42% | 96 |
|
|
2013
Q4 | $881K | Sell |
16,857
-12,995
| -44% | -$679K | 0.45% | 93 |
|
|
2013
Q3 | $1.39M | Buy |
29,852
+411
| +1% | +$19.1K | 0.66% | 56 |
|
|
2013
Q2 | $1.26M | Buy |
+29,441
| New | +$1.26M | 0.75% | 47 |
|