Horizon 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 | $292K | Sell |
1,982
-53
| -3% | -$7.82K | 0.05% | 80 |
|
|
2025
Q1 | $267K | Sell |
2,035
-1,377
| -40% | -$180K | 0.05% | 82 |
|
|
2024
Q4 | $450K | Buy |
3,412
+1,426
| +72% | +$188K | 0.08% | 56 |
|
|
2024
Q3 | $269K | Hold |
1,986
| – | – | 0.05% | 64 |
|
|
2024
Q2 | $242K | Buy |
1,986
+108
| +6% | +$13.2K | 0.06% | 62 |
|
|
2024
Q1 | $237K | Buy |
1,878
+53
| +3% | +$6.68K | 0.06% | 69 |
|
|
2023
Q4 | $208K | Buy |
+1,825
| New | +$208K | 0.06% | 75 |
|
|
2022
Q2 | – | Sell |
-4,378
| Closed | -$451K | – | 123 |
|
|
2022
Q1 | $451K | Hold |
4,378
| – | – | 0.14% | 58 |
|
|
2021
Q4 | $463K | Buy |
+4,378
| New | +$463K | 0.14% | 60 |
|