Envestnet Portfolio Solutions’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 | $3.49M | Sell |
23,674
-9,771
| -29% | -$1.44M | 0.01% | 436 |
|
2025
Q1 | $4.38M | Buy |
33,445
+18,092
| +118% | +$2.37M | 0.02% | 393 |
|
2024
Q4 | $2.02M | Sell |
15,353
-24,322
| -61% | -$3.2M | 0.01% | 658 |
|
2024
Q3 | $5.37M | Sell |
39,675
-30,574
| -44% | -$4.14M | 0.02% | 374 |
|
2024
Q2 | $8.56M | Buy |
70,249
+7,195
| +11% | +$877K | 0.03% | 261 |
|
2024
Q1 | $7.94M | Buy |
63,054
+28,183
| +81% | +$3.55M | 0.03% | 278 |
|
2023
Q4 | $3.98M | Buy |
34,871
+9,554
| +38% | +$1.09M | 0.02% | 396 |
|
2023
Q3 | $2.57M | Buy |
+25,317
| New | +$2.57M | 0.01% | 479 |
|