KMG Fiduciary Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Hold |
|
|||||
|
2025
Q2 | $379K | Hold |
|
|||||
|
2025
Q1 | $337K | Hold |
|
|||||
|
2024
Q4 | $338K | Hold |
|
|||||
|
2024
Q3 | $348K | Hold |
|
|||||
|
2024
Q2 | $313K | Hold |
|
|||||
|
2024
Q1 | $323K | Hold |
|
|||||
|
2023
Q4 | $293K | Hold |
|
|||||
|
2023
Q3 | $260K | Hold |
|
|||||
|
2023
Q2 | $276K | Sell |
|
|||||
|
2023
Q1 | $265K | Hold |
|
|||||
|
2022
Q4 | $257K | Hold |
|
|||||
|
2022
Q3 | $217K | Hold |
|
|||||
|
2022
Q2 | $228K | Sell |
|
|||||
|
2022
Q1 | $286K | Hold |
|
|||||
|
2021
Q4 | $294K | Hold |
|
|||||
|
2021
Q3 | $271K | Hold |
|
|||||
|
2021
Q2 | $284K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $215K | Hold |
|
|||||
|
2019
Q3 | $205K | Hold |
|
|||||
|
2019
Q2 | $204K | Buy |
|