Journey Advisory Group’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 | $1.17M | Buy |
7,941
+2,450
| +45% | +$361K | 0.09% | 151 |
|
|
2025
Q1 | $720K | Sell |
5,491
-200
| -4% | -$26.2K | 0.06% | 172 |
|
|
2024
Q4 | $694K | Hold |
5,691
| – | – | 0.08% | 127 |
|
|
2024
Q3 | $694K | Hold |
5,691
| – | – | 0.08% | 127 |
|
|
2024
Q2 | $694K | Hold |
5,691
| – | – | 0.08% | 127 |
|
|
2024
Q1 | $717K | Sell |
5,691
-195
| -3% | -$24.6K | 0.09% | 132 |
|
|
2023
Q4 | $671K | Buy |
5,886
+51
| +0.9% | +$5.81K | 0.09% | 125 |
|
|
2023
Q3 | $592K | Sell |
5,835
-80
| -1% | -$8.11K | 0.09% | 132 |
|
|
2023
Q2 | $635K | Sell |
5,915
-545
| -8% | -$58.5K | 0.09% | 131 |
|
|
2023
Q1 | $654K | Sell |
6,460
-987
| -13% | -$99.9K | 0.1% | 133 |
|
|
2022
Q4 | $731K | Sell |
7,447
-858
| -10% | -$84.3K | 0.18% | 107 |
|
|
2022
Q3 | $688K | Sell |
8,305
-200
| -2% | -$16.6K | 0.18% | 113 |
|
|
2022
Q2 | $814K | Sell |
8,505
-989
| -10% | -$94.7K | 0.19% | 112 |
|
|
2022
Q1 | $978K | Sell |
9,494
-261
| -3% | -$26.9K | 0.25% | 89 |
|
|
2021
Q4 | $1.03M | Buy |
9,755
+720
| +8% | +$76.2K | 0.29% | 78 |
|
|
2021
Q3 | $884K | Sell |
9,035
-681
| -7% | -$66.6K | 0.29% | 81 |
|
|
2021
Q2 | $995K | Buy |
9,716
+1
| +0% | +$102 | 0.32% | 70 |
|
|
2021
Q1 | $956K | Buy |
9,715
+145
| +2% | +$14.3K | 0.33% | 71 |
|
|
2020
Q4 | $847K | Buy |
+9,570
| New | +$847K | 0.32% | 72 |
|