LGT Financial 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 | $3.84K | Sell |
26
-110
| -81% | -$16.2K | 0.01% | 316 |
|
|
2025
Q1 | $17.8K | Buy |
+136
| New | +$17.8K | 0.05% | 160 |
|
|
2024
Q4 | – | Sell |
-136
| Closed | -$18.5K | – | 782 |
|
|
2024
Q3 | $18.5K | Sell |
136
-39
| -22% | -$5.3K | 0.05% | 300 |
|
|
2024
Q2 | $21.4K | Sell |
175
-883
| -83% | -$108K | 0.05% | 292 |
|
|
2024
Q1 | $133K | Buy |
1,058
+425
| +67% | +$53.5K | 0.15% | 152 |
|
|
2023
Q4 | $72.2K | Sell |
633
-208
| -25% | -$23.7K | 0.09% | 186 |
|
|
2023
Q3 | $85.3K | Sell |
841
-266
| -24% | -$27K | 0.11% | 169 |
|
|
2023
Q2 | $119K | Buy |
+1,107
| New | +$119K | 0.13% | 132 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$1.8K | – | 204 |
|
|
2022
Q4 | $1.8K | Buy |
+18
| New | +$1.8K | ﹤0.01% | 173 |
|