IMZ Advisory’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 | $15.8M | Sell |
104,256
-2,411
| -2% | -$365K | 6.32% | 7 |
|
2025
Q1 | $14M | Sell |
106,667
-444
| -0.4% | -$58.2K | 6.34% | 7 |
|
2024
Q4 | $14.1M | Buy |
107,111
+209
| +0.2% | +$27.5K | 6.44% | 7 |
|
2024
Q3 | $14.5M | Sell |
106,902
-6,827
| -6% | -$925K | 6.7% | 7 |
|
2024
Q2 | $13.9M | Sell |
113,729
-3,177
| -3% | -$387K | 6.92% | 7 |
|
2024
Q1 | $14.7M | Buy |
116,906
+3,139
| +3% | +$395K | 7.59% | 7 |
|
2023
Q4 | $13.4M | Buy |
+113,767
| New | +$13.4M | 7.24% | 7 |
|