Key Financial Inc’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 | $28.3K | Sell |
192
-58
| -23% | -$8.56K | 0.01% | 614 |
|
|
2025
Q1 | $32.8K | Hold |
250
| – | – | 0.01% | 556 |
|
|
2024
Q4 | $32.9K | Buy |
250
+58
| +30% | +$7.64K | 0.01% | 553 |
|
|
2024
Q3 | $26K | Hold |
192
| – | – | 0.01% | 594 |
|
|
2024
Q2 | $23.4K | Hold |
192
| – | – | 0.01% | 604 |
|
|
2024
Q1 | $24.2K | Hold |
192
| – | – | 0.01% | 574 |
|
|
2023
Q4 | $21.9K | Hold |
192
| – | – | 0.01% | 568 |
|
|
2023
Q3 | $19.5K | Hold |
192
| – | – | 0.01% | 575 |
|
|
2023
Q2 | $20.6K | Buy |
192
+22
| +13% | +$2.36K | 0.01% | 572 |
|
|
2023
Q1 | $17.2K | Hold |
170
| – | – | 0.01% | 576 |
|
|
2022
Q4 | $14.1K | Hold |
170
| – | – | 0.01% | 560 |
|
|
2022
Q3 | $14K | Hold |
170
| – | – | 0.01% | 569 |
|
|
2022
Q2 | $15K | Hold |
170
| – | – | 0.01% | 559 |
|
|
2022
Q1 | $18K | Hold |
170
| – | – | 0.01% | 521 |
|
|
2021
Q4 | $18K | Hold |
170
| – | – | 0.01% | 506 |
|
|
2021
Q3 | $17K | Hold |
170
| – | – | 0.01% | 497 |
|
|
2021
Q2 | $18K | Hold |
170
| – | – | 0.01% | 488 |
|
|
2021
Q1 | $17K | Hold |
170
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $15K | Buy |
+170
| New | +$15K | 0.01% | 419 |
|