Massachusetts 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 | $4.87M | Buy |
33,041
+1,765
| +6% | +$260K | 2.75% | 3 |
|
|
2025
Q1 | $4.1M | Buy |
31,276
+3,630
| +13% | +$476K | 2.81% | 6 |
|
|
2024
Q4 | $3.64M | Buy |
27,646
+4,992
| +22% | +$658K | 2.25% | 8 |
|
|
2024
Q3 | $3.07M | Buy |
22,654
+1,438
| +7% | +$195K | 1.93% | 8 |
|
|
2024
Q2 | $2.59M | Buy |
21,216
+3,900
| +23% | +$475K | 1.74% | 15 |
|
|
2024
Q1 | $2.18M | Buy |
17,316
+4,211
| +32% | +$530K | 1.54% | 20 |
|
|
2023
Q4 | $1.49M | Buy |
13,105
+2,785
| +27% | +$317K | 1.21% | 36 |
|
|
2023
Q3 | $1.05M | Buy |
10,320
+1,590
| +18% | +$161K | 0.96% | 45 |
|
|
2023
Q2 | $937K | Buy |
8,730
+725
| +9% | +$77.8K | 0.9% | 49 |
|
|
2023
Q1 | $810K | Sell |
8,005
-400
| -5% | -$40.5K | 0.84% | 49 |
|
|
2022
Q4 | $856K | Buy |
+8,405
| New | +$856K | 0.83% | 49 |
|