Fountainhead AM’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 | $274K | Sell |
1,858
-2,319
| -56% | -$342K | 0.04% | 164 |
|
|
2025
Q1 | $547K | Buy |
4,177
+667
| +19% | +$87.4K | 0.09% | 77 |
|
|
2024
Q4 | $463K | Buy |
3,510
+1,698
| +94% | +$224K | 0.08% | 92 |
|
|
2024
Q3 | $245K | Buy |
1,812
+4
| +0.2% | +$542 | 0.05% | 123 |
|
|
2024
Q2 | $220K | Buy |
1,808
+50
| +3% | +$6.09K | 0.05% | 121 |
|
|
2024
Q1 | $221K | Buy |
+1,758
| New | +$221K | 0.05% | 122 |
|
|
2022
Q2 | – | Sell |
-2,276
| Closed | -$234K | – | 77 |
|
|
2022
Q1 | $234K | Buy |
2,276
+59
| +3% | +$6.07K | 0.1% | 60 |
|
|
2021
Q4 | $235K | Buy |
+2,217
| New | +$235K | 0.1% | 66 |
|