Elevation Wealth Partners’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 | $14.8K | Hold |
100
| – | – | 0.01% | 338 |
|
|
2025
Q1 | $13.1K | Hold |
100
| – | – | 0.01% | 347 |
|
|
2024
Q4 | $13.2K | Hold |
100
| – | – | 0.01% | 345 |
|
|
2024
Q3 | $13.5K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $12.2K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $12.6K | Sell |
100
-600
| -86% | -$75.6K | 0.01% | 335 |
|
|
2023
Q4 | $71K | Buy |
700
+600
| +600% | +$60.8K | 0.04% | 179 |
|
|
2023
Q3 | $10.1K | Hold |
100
| – | – | 0.01% | 245 |
|
|
2023
Q2 | $10.7K | Hold |
100
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $10.1K | Buy |
+100
| New | +$10.1K | 0.01% | 263 |
|