Founders Financial Alliance’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 | $1.32M | Sell |
8,948
-821
| -8% | -$121K | 0.3% | 82 |
|
|
2025
Q1 | $1.28M | Buy |
9,769
+5,720
| +141% | +$750K | 0.31% | 77 |
|
|
2024
Q4 | $533K | Sell |
4,049
-1
| -0% | -$132 | 0.15% | 137 |
|
|
2024
Q3 | $548K | Buy |
4,050
+166
| +4% | +$22.5K | 0.15% | 136 |
|
|
2024
Q2 | $473K | Sell |
3,884
-45
| -1% | -$5.48K | 0.14% | 140 |
|
|
2024
Q1 | $495K | Buy |
3,929
+246
| +7% | +$31K | 0.15% | 140 |
|
|
2023
Q4 | $420K | Sell |
3,683
-10
| -0.3% | -$1.14K | 0.16% | 132 |
|
|
2023
Q3 | $374K | Sell |
3,693
-100
| -3% | -$10.1K | 0.16% | 130 |
|
|
2023
Q2 | $407K | Buy |
3,793
+692
| +22% | +$74.3K | 0.16% | 144 |
|
|
2023
Q1 | $314K | Sell |
3,101
-160
| -5% | -$16.2K | 0.16% | 143 |
|
|
2022
Q4 | $320K | Buy |
3,261
+15
| +0.5% | +$1.47K | 0.15% | 153 |
|
|
2022
Q3 | $269K | Sell |
3,246
-846
| -21% | -$70.1K | 0.14% | 166 |
|
|
2022
Q2 | $357K | Buy |
4,092
+345
| +9% | +$30.1K | 0.18% | 129 |
|
|
2022
Q1 | $386K | Sell |
3,747
-1,499
| -29% | -$154K | 0.17% | 130 |
|
|
2021
Q4 | $555K | Sell |
5,246
-225
| -4% | -$23.8K | 0.22% | 104 |
|
|
2021
Q3 | $535K | Sell |
5,471
-176
| -3% | -$17.2K | 0.25% | 94 |
|
|
2021
Q2 | $578K | Buy |
5,647
+217
| +4% | +$22.2K | 0.26% | 89 |
|
|
2021
Q1 | $550K | Buy |
5,430
+1,592
| +41% | +$161K | 0.27% | 84 |
|
|
2020
Q4 | $338K | Buy |
3,838
+929
| +32% | +$81.8K | 0.19% | 121 |
|
|
2020
Q3 | $223K | Buy |
+2,909
| New | +$223K | 0.13% | 143 |
|