Fortis Group 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 | $2M | Sell |
13,166
-14,220
| -52% | -$2.16M | 0.36% | 68 |
|
|
2025
Q1 | $3.59M | Sell |
27,386
-23,181
| -46% | -$3.04M | 0.7% | 48 |
|
|
2024
Q4 | $6.66M | Buy |
50,567
+40,697
| +412% | +$5.36M | 1.24% | 21 |
|
|
2024
Q3 | $1.34M | Buy |
9,870
+213
| +2% | +$28.8K | 0.25% | 81 |
|
|
2024
Q2 | $1.18M | Buy |
9,657
+301
| +3% | +$36.7K | 0.23% | 74 |
|
|
2024
Q1 | $1.18M | Buy |
9,356
+9,206
| +6,137% | +$1.16M | 0.22% | 85 |
|
|
2023
Q4 | $17.1K | Buy |
150
+75
| +100% | +$8.56K | ﹤0.01% | 249 |
|
|
2023
Q3 | $7.62K | Buy |
+75
| New | +$7.62K | ﹤0.01% | 247 |
|
|
2020
Q3 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 347 |
|