Iams 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 | $463K | Sell |
3,135
-46
| -1% | -$6.79K | 0.21% | 117 |
|
|
2025
Q1 | $417K | Buy |
3,181
+168
| +6% | +$22K | 0.19% | 117 |
|
|
2024
Q4 | $397K | Buy |
3,013
+271
| +10% | +$35.7K | 0.18% | 120 |
|
|
2024
Q3 | $371K | Buy |
2,742
+551
| +25% | +$74.6K | 0.18% | 114 |
|
|
2024
Q2 | $267K | Buy |
2,191
+124
| +6% | +$15.1K | 0.15% | 122 |
|
|
2024
Q1 | $249K | Buy |
+2,067
| New | +$249K | 0.15% | 104 |
|