Laurel Wealth Advisors (North Carolina)’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 | $13.2M | Buy |
1,952,891
+1,941,848
| +17,584% | +$13.2M | 0.19% | 93 |
|
|
2025
Q1 | $1.45M | Buy |
11,043
+350
| +3% | +$45.9K | 0.23% | 94 |
|
|
2024
Q4 | $1.41M | Buy |
10,693
+301
| +3% | +$39.7K | 0.22% | 92 |
|
|
2024
Q3 | $1.41M | Sell |
10,392
-4
| -0% | -$542 | 0.22% | 94 |
|
|
2024
Q2 | $1.27M | Sell |
10,396
-1,065
| -9% | -$130K | 0.22% | 94 |
|
|
2024
Q1 | $1.44M | Buy |
11,461
+696
| +6% | +$87.7K | 0.25% | 86 |
|
|
2023
Q4 | $1.23M | Buy |
10,765
+4,505
| +72% | +$514K | 0.23% | 88 |
|
|
2023
Q3 | $635K | Buy |
6,260
+1,251
| +25% | +$127K | 0.13% | 110 |
|
|
2023
Q2 | $538K | Buy |
5,009
+310
| +7% | +$33.3K | 0.11% | 118 |
|
|
2023
Q1 | $475K | Buy |
4,699
+899
| +24% | +$90.9K | 0.1% | 123 |
|
|
2022
Q4 | $373K | Buy |
3,800
+1,115
| +42% | +$109K | 0.08% | 126 |
|
|
2022
Q3 | $222K | Buy |
2,685
+224
| +9% | +$18.5K | 0.06% | 149 |
|
|
2022
Q2 | $215K | Hold |
2,461
| – | – | 0.05% | 151 |
|
|
2022
Q1 | $253K | Sell |
2,461
-29
| -1% | -$2.98K | 0.05% | 153 |
|
|
2021
Q4 | $264K | Sell |
2,490
-5
| -0.2% | -$530 | 0.05% | 150 |
|
|
2021
Q3 | $244K | Sell |
2,495
-185
| -7% | -$18.1K | 0.05% | 150 |
|
|
2021
Q2 | $274K | Buy |
2,680
+430
| +19% | +$44K | 0.06% | 148 |
|
|
2021
Q1 | $222K | Sell |
2,250
-115
| -5% | -$11.3K | 0.05% | 154 |
|
|
2020
Q4 | $209K | Sell |
2,365
-920
| -28% | -$81.3K | 0.05% | 150 |
|
|
2020
Q3 | $253K | Sell |
3,285
-25
| -0.8% | -$1.93K | 0.08% | 131 |
|
|
2020
Q2 | $227K | Sell |
3,310
-215
| -6% | -$14.7K | 0.07% | 130 |
|
|
2020
Q1 | $208K | Buy |
3,525
+975
| +38% | +$57.5K | 0.08% | 130 |
|
|
2019
Q4 | $208K | Buy |
2,550
+975
| +62% | +$79.5K | 0.07% | 141 |
|
|
2019
Q3 | $122K | Sell |
1,575
-112
| -7% | -$8.68K | 0.04% | 167 |
|
|
2019
Q2 | $131K | Buy |
1,687
+137
| +9% | +$10.6K | 0.05% | 159 |
|
|
2019
Q1 | $116K | Buy |
1,550
+825
| +114% | +$61.7K | 0.04% | 165 |
|
|
2018
Q4 | $47K | Buy |
+725
| New | +$47K | 0.02% | 219 |
|