Forum Financial 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	–	Sell	-1,890	Closed	-$249K	–	943
2024 Q4	$249K	Buy	1,890 +94	+5%	+$12.4K	﹤0.01%	729
2024 Q3	$243K	Buy	1,796 +8	+0.4%	+$1.08K	﹤0.01%	624
2024 Q2	$218K	Buy	+1,788	New	+$218K	﹤0.01%	634