Financial Gravity Asset Management’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
Q1 | $6.03K | Buy |
+46
| New | +$6.03K | ﹤0.01% | 697 |
|
|
2024
Q2 | $12.7K | Sell |
104
-654
| -86% | -$79.7K | ﹤0.01% | 445 |
|
|
2024
Q1 | $93.2K | Buy |
758
+149
| +24% | +$18.3K | 0.01% | 288 |
|
|
2023
Q4 | $65.3K | Buy |
609
+384
| +171% | +$41.2K | ﹤0.01% | 563 |
|
|
2023
Q3 | $21.8K | Buy |
225
+118
| +110% | +$11.4K | ﹤0.01% | 542 |
|
|
2023
Q2 | $148 | Sell |
107
-61
| -36% | -$84 | ﹤0.01% | 1236 |
|
|
2023
Q1 | $22.7K | Buy |
168
+70
| +71% | +$9.45K | 0.7% | 35 |
|
|
2022
Q4 | $6.8K | Buy |
+98
| New | +$6.8K | 0.04% | 347 |
|
|
2022
Q2 | – | Sell |
-103
| Closed | -$65 | – | 856 |
|
|
2022
Q1 | $65 | Buy |
+103
| New | +$65 | ﹤0.01% | 635 |
|
|
2021
Q4 | – | Sell |
-395
| Closed | -$98K | – | 1022 |
|
|
2021
Q3 | $98K | Buy |
+395
| New | +$98K | 0.05% | 360 |
|
|
2021
Q2 | – | Sell |
-218
| Closed | -$2.15K | – | 1062 |
|
|
2021
Q1 | $2.15K | Buy |
+218
| New | +$2.15K | 0.04% | 235 |
|
|
2020
Q1 | – | Sell |
-77
| Closed | -$81K | – | 1403 |
|
|
2019
Q4 | $81K | Sell |
77
-1,806
| -96% | -$1.9M | 0.06% | 419 |
|
|
2019
Q3 | $146K | Sell |
1,883
-1,354
| -42% | -$105K | 0.13% | 152 |
|
|
2019
Q2 | $251K | Sell |
3,237
-2,954
| -48% | -$229K | 0.21% | 112 |
|
|
2019
Q1 | $474K | Buy |
+6,191
| New | +$474K | 0.38% | 68 |
|