H&H Retirement Design & 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 | $5.96M | Buy |
39,527
+2,651
| +7% | +$399K | 3.27% | 8 |
|
|
2025
Q1 | $4.52M | Buy |
36,876
+139
| +0.4% | +$17K | 3.01% | 10 |
|
|
2024
Q4 | $4.95M | Sell |
36,737
-670
| -2% | -$90.3K | 3.01% | 11 |
|
|
2024
Q3 | $5.17M | Buy |
37,407
+1,152
| +3% | +$159K | 3.05% | 10 |
|
|
2024
Q2 | $4.57M | Buy |
36,255
+352
| +1% | +$44.4K | 2.82% | 11 |
|
|
2024
Q1 | $4.36M | Sell |
35,903
-5,256
| -13% | -$638K | 2.88% | 11 |
|
|
2023
Q4 | $4.81M | Sell |
41,159
-834
| -2% | -$97.4K | 3.03% | 11 |
|
|
2023
Q3 | $4.27M | Sell |
41,993
-208
| -0.5% | -$21.2K | 2.96% | 12 |
|
|
2023
Q2 | $4.6M | Sell |
42,201
-477
| -1% | -$52K | 3.05% | 10 |
|
|
2023
Q1 | $4.27M | Buy |
+42,678
| New | +$4.27M | 2.72% | 12 |
|