Locust Wood Capital Advisers’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
Q1 | – | Sell |
-1,700
| Closed | -$224K | – | 50 |
|
|
2024
Q4 | $224K | Buy |
+1,700
| New | +$224K | 0.01% | 36 |
|
|
2024
Q3 | – | Sell |
-38,150
| Closed | -$4.65M | – | 48 |
|
|
2024
Q2 | $4.65M | Buy |
38,150
+20,900
| +121% | +$2.55M | 0.17% | 31 |
|
|
2024
Q1 | $2.17M | Buy |
+17,250
| New | +$2.17M | 0.08% | 29 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 44 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 51 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 53 |
|