Integrated Wealth Concepts’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Buy |
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|
2025
Q1 | $7.45M | Sell |
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|
2024
Q4 | $8.54M | Sell |
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|
2024
Q3 | $9.38M | Buy |
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|
2024
Q2 | $8.23M | Buy |
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|
2024
Q1 | $7.12M | Buy |
|
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|
2023
Q4 | $3.99M | Sell |
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|
2023
Q3 | $28.5M | Buy |
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|
2023
Q2 | $19.1M | Sell |
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|
2023
Q1 | $41.4M | Buy |
|
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|
2022
Q4 | $33.5M | Sell |
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|
2022
Q3 | $31.5M | Buy |
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|
2022
Q2 | $2.18M | Sell |
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|
2022
Q1 | $3.61M | Sell |
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|
2021
Q4 | $5.47M | Buy |
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|
2021
Q3 | $4.66M | Buy |
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|
2021
Q2 | $3.71M | Sell |
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|
2021
Q1 | $35.5M | Buy |
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|
2020
Q4 | $28.6M | Buy |
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|
2020
Q3 | $14.8M | Buy |
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|
2020
Q2 | $982K | Buy |
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|
2020
Q1 | $811K | Sell |
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|
2019
Q4 | $3.59M | Buy |
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|
2019
Q3 | $2.98M | Sell |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $290K | Sell |
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|
2018
Q3 | $4M | Sell |
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|
2018
Q2 | $3.66M | Buy |
|
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|
2018
Q1 | $357K | Buy |
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|
2017
Q4 | $345K | Buy |
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