Fort Point Capital 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 | $241K | Buy |
1,630
+11
| +0.7% | +$1.62K | 0.02% | 285 |
|
2025
Q1 | $212K | Sell |
1,619
-45
| -3% | -$5.9K | 0.02% | 291 |
|
2024
Q4 | $219K | Buy |
1,664
+1
| +0.1% | +$132 | 0.02% | 280 |
|
2024
Q3 | $225K | Buy |
+1,663
| New | +$225K | 0.03% | 263 |
|
2024
Q2 | – | Sell |
-1,866
| Closed | -$235K | – | 329 |
|
2024
Q1 | $235K | Hold |
1,866
| – | – | 0.03% | 285 |
|
2023
Q4 | $213K | Buy |
+1,866
| New | +$213K | 0.03% | 269 |
|
2023
Q3 | – | Sell |
-1,884
| Closed | -$202K | – | 297 |
|
2023
Q2 | $202K | Buy |
+1,884
| New | +$202K | 0.03% | 256 |
|
2022
Q2 | – | Sell |
-2,118
| Closed | -$218K | – | 290 |
|
2022
Q1 | $218K | Buy |
2,118
+29
| +1% | +$2.99K | 0.03% | 257 |
|
2021
Q4 | $221K | Buy |
2,089
+1
| +0% | +$106 | 0.03% | 259 |
|
2021
Q3 | $204K | Buy |
+2,088
| New | +$204K | 0.03% | 237 |
|