Mayflower 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 | $245K | Hold |
1,664
| – | – | 0.03% | 356 |
|
|
2025
Q1 | $218K | Hold |
1,664
| – | – | 0.03% | 365 |
|
|
2024
Q4 | $219K | Hold |
1,664
| – | – | 0.03% | 355 |
|
|
2024
Q3 | $225K | Hold |
1,664
| – | – | 0.03% | 339 |
|
|
2024
Q2 | $203K | Hold |
1,664
| – | – | 0.03% | 337 |
|
|
2024
Q1 | $210K | Buy |
+1,664
| New | +$210K | 0.04% | 337 |
|
|
2023
Q3 | – | Sell |
-1,886
| Closed | -$202K | – | 368 |
|
|
2023
Q2 | $202K | Buy |
+1,886
| New | +$202K | 0.03% | 336 |
|
|
2022
Q2 | – | Sell |
-2,111
| Closed | -$217K | – | 373 |
|
|
2022
Q1 | $217K | Buy |
2,111
+225
| +12% | +$23.1K | 0.03% | 322 |
|
|
2021
Q4 | $200K | Buy |
+1,886
| New | +$200K | 0.03% | 323 |
|
|
2021
Q3 | – | Sell |
-2,036
| Closed | -$208K | – | 347 |
|
|
2021
Q2 | $208K | Buy |
+2,036
| New | +$208K | 0.03% | 296 |
|