Johnson Financial Group Inc (Wisconsin)’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 | $180K | Sell |
1,220
-1,317
| -52% | -$194K | 0.01% | 320 |
|
|
2025
Q1 | $333K | Sell |
2,537
-2,225
| -47% | -$292K | 0.02% | 275 |
|
|
2024
Q4 | $659K | Buy |
4,762
+3,354
| +238% | +$464K | 0.03% | 185 |
|
|
2024
Q3 | $191K | Buy |
1,408
+1,219
| +645% | +$165K | 0.01% | 358 |
|
|
2024
Q2 | $23K | Sell |
189
-1,563
| -89% | -$190K | ﹤0.01% | 511 |
|
|
2024
Q1 | $221K | Sell |
1,752
-337
| -16% | -$42.4K | 0.01% | 288 |
|
|
2023
Q4 | $238K | Buy |
+2,089
| New | +$238K | 0.01% | 277 |
|
|
2022
Q2 | – | Sell |
-565
| Closed | -$58K | – | 754 |
|
|
2022
Q1 | $58K | Hold |
565
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $60K | Buy |
+565
| New | +$60K | ﹤0.01% | 423 |
|
|
2018
Q1 | – | Sell |
-300
| Closed | -$23K | – | 606 |
|
|
2017
Q4 | $23K | Buy |
+300
| New | +$23K | ﹤0.01% | 418 |
|
|
2015
Q1 | – | Sell |
-360
| Closed | -$20K | – | 871 |
|
|
2014
Q4 | $20K | Buy |
+360
| New | +$20K | ﹤0.01% | 584 |
|
|
2014
Q2 | – | Sell |
-75
| Closed | -$4K | – | 735 |
|
|
2014
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 657 |
|