Fulcrum Equity 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
Q2 | $971K | Sell |
6,584
-1,638
| -20% | -$242K | 1% | 21 |
|
|
2025
Q1 | $1.08M | Sell |
8,222
-3,963
| -33% | -$519K | 1.18% | 22 |
|
|
2024
Q4 | $1.61M | Buy |
12,185
+3,880
| +47% | +$511K | 1.59% | 11 |
|
|
2024
Q3 | $1.12M | Buy |
8,305
+2,449
| +42% | +$332K | 0.95% | 34 |
|
|
2024
Q2 | $714K | Buy |
5,856
+657
| +13% | +$80.1K | 0.64% | 49 |
|
|
2024
Q1 | $655K | Buy |
5,199
+1,931
| +59% | +$243K | 0.77% | 42 |
|
|
2023
Q4 | $373K | Sell |
3,268
-5,367
| -62% | -$612K | 0.46% | 56 |
|
|
2023
Q3 | $875K | Buy |
8,635
+3,020
| +54% | +$306K | 1.03% | 22 |
|
|
2023
Q2 | $603K | Sell |
5,615
-1,785
| -24% | -$192K | 0.7% | 36 |
|
|
2023
Q1 | $749K | Sell |
7,400
-630
| -8% | -$63.7K | 0.7% | 41 |
|
|
2022
Q4 | $789K | Sell |
8,030
-690
| -8% | -$67.8K | 0.65% | 39 |
|
|
2022
Q3 | $722K | Sell |
8,720
-166
| -2% | -$13.7K | 0.61% | 39 |
|
|
2022
Q2 | $776K | Sell |
8,886
-4,703
| -35% | -$411K | 0.63% | 37 |
|
|
2022
Q1 | $1.4M | Sell |
13,589
-66
| -0.5% | -$6.8K | 0.83% | 35 |
|
|
2021
Q4 | $1.45M | Sell |
13,655
-3,047
| -18% | -$322K | 0.54% | 51 |
|
|
2021
Q3 | $1.63M | Buy |
16,702
+2,323
| +16% | +$227K | 0.63% | 45 |
|
|
2021
Q2 | $1.47M | Sell |
14,379
-130
| -0.9% | -$13.3K | 0.55% | 55 |
|
|
2021
Q1 | $1.43M | Buy |
14,509
+11,355
| +360% | +$1.12M | 0.56% | 60 |
|
|
2020
Q4 | $279K | Sell |
3,154
-29
| -0.9% | -$2.57K | 0.11% | 136 |
|
|
2020
Q3 | $245K | Buy |
+3,183
| New | +$245K | 0.11% | 129 |
|
|
2020
Q1 | – | Sell |
-2,740
| Closed | -$223K | – | 93 |
|
|
2019
Q4 | $223K | Buy |
2,740
+1,418
| +107% | +$115K | 0.12% | 87 |
|
|
2019
Q3 | $103K | Buy |
+1,322
| New | +$103K | 0.05% | 92 |
|