IFPG
Intrepid Financial Planning Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
26,336
+152
| +0.6% | +$22.4K | 1.63% | 16 |
|
|
2025
Q1 | $3.43M | Sell |
26,184
-1,015
| -4% | -$133K | 1.59% | 16 |
|
|
2024
Q4 | $3.58M | Sell |
27,199
-1,537
| -5% | -$203K | 1.51% | 18 |
|
|
2024
Q3 | $3.89M | Sell |
28,736
-903
| -3% | -$122K | 1.67% | 14 |
|
|
2024
Q2 | $3.61M | Sell |
29,639
-345
| -1% | -$42K | 1.55% | 14 |
|
|
2024
Q1 | $3.78M | Sell |
29,984
-45
| -0.1% | -$5.67K | 1.63% | 14 |
|
|
2023
Q4 | $3.42M | Sell |
30,029
-470
| -2% | -$53.6K | 1.64% | 14 |
|
|
2023
Q3 | $3.09M | Sell |
30,499
-2,994
| -9% | -$304K | 1.6% | 15 |
|
|
2023
Q2 | $3.59M | Sell |
33,493
-1,975
| -6% | -$212K | 1.73% | 13 |
|
|
2023
Q1 | $3.59M | Sell |
35,468
-385
| -1% | -$39K | 1.81% | 14 |
|
|
2022
Q4 | $3.52M | Sell |
35,853
-1,100
| -3% | -$108K | 1.91% | 14 |
|
|
2022
Q3 | $3.06M | Sell |
36,953
-219
| -0.6% | -$18.1K | 1.74% | 14 |
|
|
2022
Q2 | $3.25M | Buy |
+37,172
| New | +$3.25M | 1.78% | 14 |
|