IHT 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 | $17.4M | Sell |
117,669
-7,509
| -6% | -$1.11M | 0.48% | 39 |
|
|
2025
Q1 | $16.4M | Buy |
125,178
+13,961
| +13% | +$1.83M | 0.51% | 40 |
|
|
2024
Q4 | $14.7M | Sell |
111,217
-35,021
| -24% | -$4.61M | 0.47% | 41 |
|
|
2024
Q3 | $19.8M | Buy |
146,238
+48,075
| +49% | +$6.51M | 0.56% | 29 |
|
|
2024
Q2 | $12M | Buy |
98,163
+22,613
| +30% | +$2.76M | 0.45% | 38 |
|
|
2024
Q1 | $9.52M | Buy |
75,550
+4,601
| +6% | +$580K | 0.38% | 48 |
|
|
2023
Q4 | $8.09M | Buy |
70,949
+18,504
| +35% | +$2.11M | 0.36% | 56 |
|
|
2023
Q3 | $5.32M | Buy |
52,445
+1,224
| +2% | +$124K | 0.27% | 82 |
|
|
2023
Q2 | $5.5M | Buy |
51,221
+1,461
| +3% | +$157K | 0.29% | 75 |
|
|
2023
Q1 | $5.03M | Sell |
49,760
-2,757
| -5% | -$279K | 0.29% | 75 |
|
|
2022
Q4 | $5.16M | Buy |
52,517
+11,230
| +27% | +$1.1M | 0.32% | 69 |
|
|
2022
Q3 | $3.42M | Buy |
41,287
+7,113
| +21% | +$589K | 0.26% | 84 |
|
|
2022
Q2 | $2.99M | Sell |
34,174
-2,207
| -6% | -$193K | 0.26% | 83 |
|
|
2022
Q1 | $3.75M | Sell |
36,381
-5,594
| -13% | -$576K | 0.28% | 74 |
|
|
2021
Q4 | $4.44M | Buy |
41,975
+347
| +0.8% | +$36.7K | 0.33% | 62 |
|
|
2021
Q3 | $4.07M | Sell |
41,628
-8,434
| -17% | -$825K | 0.33% | 66 |
|
|
2021
Q2 | $5.13M | Buy |
50,062
+16,816
| +51% | +$1.72M | 0.33% | 62 |
|
|
2021
Q1 | $3.27M | Buy |
33,246
+2,635
| +9% | +$259K | 0.24% | 91 |
|
|
2020
Q4 | $2.71M | Buy |
30,611
+5,755
| +23% | +$510K | 0.23% | 107 |
|
|
2020
Q3 | $1.91M | Buy |
24,856
+2,161
| +10% | +$166K | 0.19% | 116 |
|
|
2020
Q2 | $1.56M | Buy |
22,695
+2,081
| +10% | +$143K | 0.21% | 108 |
|
|
2020
Q1 | $1.22M | Sell |
20,614
-4,391
| -18% | -$259K | 0.18% | 142 |
|
|
2019
Q4 | $2.04M | Sell |
25,005
-218
| -0.9% | -$17.8K | 0.24% | 98 |
|
|
2019
Q3 | $1.96M | Buy |
25,223
+597
| +2% | +$46.3K | 0.27% | 89 |
|
|
2019
Q2 | $1.91M | Sell |
24,626
-786
| -3% | -$60.9K | 0.28% | 86 |
|
|
2019
Q1 | $1.91M | Sell |
25,412
-989
| -4% | -$74.2K | 0.32% | 81 |
|
|
2018
Q4 | $1.7M | Buy |
26,401
+10,146
| +62% | +$653K | 0.33% | 79 |
|
|
2018
Q3 | $1.27M | Sell |
16,255
-257
| -2% | -$20.1K | 0.28% | 99 |
|
|
2018
Q2 | $1.18M | Buy |
16,512
+350
| +2% | +$25.1K | 0.3% | 91 |
|
|
2018
Q1 | $1.18M | Buy |
16,162
+515
| +3% | +$37.5K | 0.32% | 70 |
|
|
2017
Q4 | $1.22M | Buy |
15,647
+265
| +2% | +$20.7K | 0.32% | 75 |
|
|
2017
Q3 | $1.1M | Sell |
15,382
-32
| -0.2% | -$2.3K | 0.47% | 50 |
|
|
2017
Q2 | $29 | Sell |
15,414
-272
| -2% | -$1 | 0.01% | 672 |
|
|
2017
Q1 | $1.02M | Buy |
15,686
+1,409
| +10% | +$91.4K | 0.68% | 24 |
|
|
2016
Q4 | $894K | Buy |
+14,277
| New | +$894K | 0.68% | 25 |
|