Innova Wealth Partners’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 | $4.95M | Sell |
33,572
-3,682
| -10% | -$543K | 2.91% | 8 |
|
|
2025
Q1 | $4.88M | Sell |
37,254
-3,871
| -9% | -$507K | 3.03% | 10 |
|
|
2024
Q4 | $5.42M | Buy |
41,125
+39,253
| +2,097% | +$5.17M | 3.41% | 9 |
|
|
2024
Q3 | $254K | Sell |
1,872
-38,680
| -95% | -$5.24M | 0.21% | 66 |
|
|
2024
Q2 | $4.94M | Sell |
40,552
-638
| -2% | -$77.8K | 3.53% | 8 |
|
|
2024
Q1 | $5.19M | Sell |
41,190
-1,139
| -3% | -$143K | 4.01% | 4 |
|
|
2023
Q4 | $4.83M | Sell |
42,329
-2,784
| -6% | -$317K | 4.15% | 7 |
|
|
2023
Q3 | $4.57M | Sell |
45,113
-518
| -1% | -$52.5K | 4.11% | 10 |
|
|
2023
Q2 | $4.9M | Sell |
45,631
-1,648
| -3% | -$177K | 4.17% | 9 |
|
|
2023
Q1 | $4.78M | Sell |
47,279
-487
| -1% | -$49.3K | 4.19% | 6 |
|
|
2022
Q4 | $4.69M | Buy |
+47,766
| New | +$4.69M | 4.12% | 10 |
|
|
2022
Q2 | – | Sell |
-51,422
| Closed | -$5.3M | – | 68 |
|
|
2022
Q1 | $5.3M | Sell |
51,422
-545
| -1% | -$56.1K | 3.81% | 9 |
|
|
2021
Q4 | $5.5M | Buy |
51,967
+141
| +0.3% | +$14.9K | 3.89% | 12 |
|
|
2021
Q3 | $5.07M | Buy |
51,826
+2,045
| +4% | +$200K | 4.02% | 11 |
|
|
2021
Q2 | $5.1M | Buy |
49,781
+1,222
| +3% | +$125K | 4.02% | 8 |
|
|
2021
Q1 | $4.78M | Sell |
48,559
-2,534
| -5% | -$249K | 4.06% | 5 |
|
|
2020
Q4 | $4.52M | Buy |
+51,093
| New | +$4.52M | 4.23% | 6 |
|