Evoke Wealth’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 | $801K | Buy |
5,430
+3,200
| +143% | +$472K | 0.02% | 255 |
|
|
2025
Q1 | $292K | Hold |
2,230
| – | – | 0.01% | 362 |
|
|
2024
Q4 | $294K | Sell |
2,230
-155
| -6% | -$20.4K | 0.01% | 343 |
|
|
2024
Q3 | $323K | Buy |
+2,385
| New | +$323K | 0.01% | 322 |
|
|
2022
Q4 | – | Sell |
-313
| Closed | -$26K | – | 1158 |
|
|
2022
Q3 | $26K | Hold |
313
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $27K | Hold |
313
| – | – | ﹤0.01% | 609 |
|
|
2022
Q1 | $32K | Hold |
313
| – | – | ﹤0.01% | 583 |
|
|
2021
Q4 | $33K | Hold |
313
| – | – | ﹤0.01% | 594 |
|
|
2021
Q3 | $30K | Hold |
313
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $32K | Sell |
313
-270
| -46% | -$27.6K | ﹤0.01% | 574 |
|
|
2021
Q1 | $57K | Sell |
583
-15,560
| -96% | -$1.52M | ﹤0.01% | 438 |
|
|
2020
Q4 | $1.43M | Buy |
16,143
+15,830
| +5,058% | +$1.4M | 0.1% | 67 |
|
|
2020
Q3 | $24K | Sell |
313
-880
| -74% | -$67.5K | ﹤0.01% | 451 |
|
|
2020
Q2 | $82K | Buy |
+1,193
| New | +$82K | 0.01% | 298 |
|