Evernest Financial 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 | $543K | Sell |
3,682
-1
| -0% | -$148 | 0.18% | 108 |
|
|
2025
Q1 | $483K | Sell |
3,683
-81
| -2% | -$10.6K | 0.17% | 103 |
|
|
2024
Q4 | $496K | Sell |
3,764
-915
| -20% | -$121K | 0.13% | 110 |
|
|
2024
Q3 | $634K | Sell |
4,679
-296
| -6% | -$40.1K | 0.17% | 93 |
|
|
2024
Q2 | $606K | Sell |
4,975
-112
| -2% | -$13.7K | 0.27% | 75 |
|
|
2024
Q1 | $613K | Buy |
5,087
+317
| +7% | +$38.2K | 0.29% | 78 |
|
|
2023
Q4 | $544K | Buy |
+4,770
| New | +$544K | 0.28% | 81 |
|
|
2021
Q4 | $558K | Buy |
+4,772
| New | +$558K | 0.29% | 75 |
|