Golden State Wealth 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 | $1.12M | Buy |
7,602
+181
| +2% | +$26.7K | 0.14% | 130 |
|
|
2025
Q1 | $973K | Buy |
7,421
+1,101
| +17% | +$144K | 0.14% | 127 |
|
|
2024
Q4 | $833K | Buy |
+6,320
| New | +$833K | 0.12% | 136 |
|
|
2022
Q1 | $1.98M | Buy |
19,259
+8,978
| +87% | +$924K | 0.39% | 50 |
|
|
2021
Q4 | $1.09M | Buy |
10,281
+353
| +4% | +$37.4K | 0.19% | 116 |
|
|
2021
Q3 | $971K | Buy |
9,928
+888
| +10% | +$86.9K | 0.21% | 97 |
|
|
2021
Q2 | $926K | Buy |
9,040
+4,745
| +110% | +$486K | 0.2% | 101 |
|
|
2021
Q1 | $422K | Buy |
+4,295
| New | +$422K | 0.14% | 115 |
|
|
2020
Q4 | – | Sell |
-1,006
| Closed | -$77K | – | 429 |
|
|
2020
Q3 | $77K | Buy |
+1,006
| New | +$77K | 0.03% | 293 |
|
|
2020
Q2 | – | Sell |
-1,006
| Closed | -$59K | – | 928 |
|
|
2020
Q1 | $59K | Buy |
+1,006
| New | +$59K | 0.03% | 335 |
|
|
2019
Q4 | – | Sell |
-2,505
| Closed | -$194K | – | 970 |
|
|
2019
Q3 | $194K | Hold |
2,505
| – | – | 0.06% | 210 |
|
|
2019
Q2 | $193K | Sell |
2,505
-48
| -2% | -$3.7K | 0.06% | 230 |
|
|
2019
Q1 | $192K | Buy |
+2,553
| New | +$192K | 0.06% | 234 |
|