Intellectus 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 | $406K | Buy |
2,754
+900
| +49% | +$133K | 0.09% | 210 |
|
2025
Q1 | $243K | Buy |
+1,854
| New | +$243K | 0.06% | 240 |
|
2019
Q2 | – | Sell |
-1,072
| Closed | -$80K | – | 407 |
|
2019
Q1 | $80K | Buy |
+1,072
| New | +$80K | 0.03% | 229 |
|
2018
Q4 | – | Sell |
-1,072
| Closed | -$84K | – | 527 |
|
2018
Q3 | $84K | Sell |
1,072
-215
| -17% | -$16.8K | 0.03% | 292 |
|
2018
Q2 | $92K | Buy |
1,287
+193
| +18% | +$13.8K | 0.03% | 286 |
|
2018
Q1 | $81K | Sell |
1,094
-264
| -19% | -$19.5K | 0.03% | 298 |
|
2017
Q4 | $103K | Buy |
1,358
+334
| +33% | +$25.3K | 0.04% | 281 |
|
2017
Q3 | $73K | Buy |
+1,024
| New | +$73K | 0.03% | 334 |
|