GoalVest Advisory’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 | – | Sell |
-22
| Closed | -$2.88K | – | 536 |
|
|
2025
Q1 | $2.88K | Hold |
22
| – | – | ﹤0.01% | 306 |
|
|
2024
Q4 | $2.9K | Buy |
+22
| New | +$2.9K | ﹤0.01% | 333 |
|
|
2024
Q1 | – | Sell |
-64
| Closed | -$7.3K | – | 485 |
|
|
2023
Q4 | $7.3K | Sell |
64
-29
| -31% | -$3.31K | ﹤0.01% | 273 |
|
|
2023
Q3 | $9.43K | Buy |
93
+29
| +45% | +$2.94K | ﹤0.01% | 295 |
|
|
2023
Q2 | $6.87K | Hold |
64
| – | – | ﹤0.01% | 277 |
|
|
2023
Q1 | $6.48K | Sell |
64
-22
| -26% | -$2.23K | ﹤0.01% | 199 |
|
|
2022
Q4 | $8.45K | Hold |
86
| – | – | 0.01% | 191 |
|
|
2022
Q3 | $7K | Sell |
86
-901
| -91% | -$73.3K | ﹤0.01% | 201 |
|
|
2022
Q2 | $86K | Sell |
987
-10,945
| -92% | -$954K | 0.05% | 138 |
|
|
2022
Q1 | $1.23M | Buy |
+11,932
| New | +$1.23M | 0.69% | 40 |
|
|
2021
Q2 | $548K | Buy |
5,353
+463
| +9% | +$47.4K | 0.34% | 81 |
|
|
2021
Q1 | $481K | Buy |
+4,890
| New | +$481K | 0.36% | 87 |
|