Kingswood Wealth Advisors’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 | $1.11M | Buy |
7,536
+165
| +2% | +$24.3K | 0.09% | 246 |
|
|
2025
Q1 | $968K | Sell |
7,371
-2,185
| -23% | -$287K | 0.09% | 249 |
|
|
2024
Q4 | $1.26M | Buy |
9,556
+5,002
| +110% | +$659K | 0.09% | 225 |
|
|
2024
Q3 | $615K | Sell |
4,554
-781
| -15% | -$105K | 0.04% | 404 |
|
|
2024
Q2 | $650K | Buy |
5,335
+548
| +11% | +$66.8K | 0.06% | 317 |
|
|
2024
Q1 | $603K | Buy |
4,787
+1,023
| +27% | +$129K | 0.07% | 301 |
|
|
2023
Q4 | $429K | Buy |
3,764
+564
| +18% | +$64.3K | 0.05% | 381 |
|
|
2023
Q3 | $322K | Sell |
3,200
-210
| -6% | -$21.2K | 0.06% | 315 |
|
|
2023
Q2 | $366K | Buy |
+3,410
| New | +$366K | 0.12% | 172 |
|