Marion Wealth Management’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 | $1.77M | Buy |
12,008
+108
| +0.9% | +$15.9K | 0.44% | 52 |
|
|
2025
Q1 | $1.56M | Sell |
11,900
-363
| -3% | -$47.6K | 0.42% | 58 |
|
|
2024
Q4 | $1.62M | Buy |
12,263
+143
| +1% | +$18.8K | 0.43% | 52 |
|
|
2024
Q3 | $1.64M | Buy |
12,120
+391
| +3% | +$53K | 0.44% | 53 |
|
|
2024
Q2 | $1.43M | Buy |
11,729
+196
| +2% | +$23.9K | 0.42% | 53 |
|
|
2024
Q1 | $1.45M | Buy |
11,533
+9
| +0.1% | +$1.13K | 0.43% | 55 |
|
|
2023
Q4 | $1.31M | Buy |
11,524
+526
| +5% | +$60K | 0.42% | 57 |
|
|
2023
Q3 | $1.11M | Buy |
10,998
+147
| +1% | +$14.9K | 0.39% | 54 |
|
|
2023
Q2 | $1.16M | Buy |
10,851
+177
| +2% | +$19K | 0.41% | 52 |
|
|
2023
Q1 | $1.08M | Buy |
10,674
+699
| +7% | +$70.7K | 0.4% | 51 |
|
|
2022
Q4 | $980K | Buy |
9,975
+1,607
| +19% | +$158K | 0.41% | 53 |
|
|
2022
Q3 | $693K | Buy |
8,368
+737
| +10% | +$61K | 0.36% | 58 |
|
|
2022
Q2 | $667K | Buy |
7,631
+1,112
| +17% | +$97.2K | 0.35% | 63 |
|
|
2022
Q1 | $671K | Buy |
6,519
+88
| +1% | +$9.06K | 0.33% | 64 |
|
|
2021
Q4 | $681K | Buy |
+6,431
| New | +$681K | 0.32% | 66 |
|