Gerber Kawasaki Wealth & Investment 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 | $20.1M | Buy |
136,101
+7,494
| +6% | +$1.11M | 0.78% | 33 |
|
|
2025
Q1 | $16.9M | Buy |
128,607
+4,943
| +4% | +$648K | 0.76% | 36 |
|
|
2024
Q4 | $16.3M | Buy |
123,664
+5,656
| +5% | +$745K | 0.71% | 34 |
|
|
2024
Q3 | $16M | Buy |
118,008
+9,104
| +8% | +$1.23M | 0.74% | 34 |
|
|
2024
Q2 | $13.3M | Buy |
108,904
+13,627
| +14% | +$1.66M | 0.66% | 37 |
|
|
2024
Q1 | $12M | Buy |
95,277
+6,036
| +7% | +$760K | 0.65% | 42 |
|
|
2023
Q4 | $10.2M | Buy |
89,241
+6,376
| +8% | +$727K | 0.61% | 42 |
|
|
2023
Q3 | $8.4M | Buy |
82,865
+8,455
| +11% | +$857K | 0.57% | 43 |
|
|
2023
Q2 | $7.99M | Buy |
74,410
+9,907
| +15% | +$1.06M | 0.54% | 45 |
|
|
2023
Q1 | $6.53M | Sell |
64,503
-616
| -0.9% | -$62.3K | 0.52% | 47 |
|
|
2022
Q4 | $6.4M | Sell |
65,119
-23,284
| -26% | -$2.29M | 0.57% | 45 |
|
|
2022
Q3 | $7.32M | Sell |
88,403
-7,709
| -8% | -$639K | 0.68% | 41 |
|
|
2022
Q2 | $8.39M | Buy |
96,112
+4,759
| +5% | +$416K | 0.8% | 36 |
|
|
2022
Q1 | $9.41M | Buy |
91,353
+34,981
| +62% | +$3.6M | 0.77% | 34 |
|
|
2021
Q4 | $5.96M | Sell |
56,372
-4,538
| -7% | -$480K | 0.47% | 42 |
|
|
2021
Q3 | $5.96M | Buy |
60,910
+1,384
| +2% | +$135K | 0.77% | 29 |
|
|
2021
Q2 | $6.1M | Buy |
59,526
+20,172
| +51% | +$2.07M | 0.62% | 36 |
|
|
2021
Q1 | $3.87M | Buy |
+39,354
| New | +$3.87M | 0.47% | 43 |
|