McClarren 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 | – | Sell |
-84
| Closed | -$11K | – | 309 |
|
|
2025
Q1 | $11K | Buy |
84
+7
| +9% | +$917 | 0.01% | 211 |
|
|
2024
Q4 | $10K | Hold |
77
| – | – | 0.03% | 154 |
|
|
2024
Q3 | $10 | Sell |
77
-44
| -36% | -$6 | ﹤0.01% | 189 |
|
|
2024
Q2 | $9K | Buy |
121
+44
| +57% | +$3.27K | 0.01% | 252 |
|
|
2024
Q1 | $10K | Hold |
77
| – | – | 0.01% | 244 |
|
|
2023
Q4 | $9K | Buy |
77
+1
| +1% | +$117 | 0.01% | 278 |
|
|
2023
Q3 | $7K | Buy |
76
+1
| +1% | +$92 | 0.01% | 269 |
|
|
2023
Q2 | $8K | Hold |
75
| – | – | 0.01% | 265 |
|
|
2023
Q1 | $7K | Hold |
75
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $7K | Buy |
+75
| New | +$7K | 0.01% | 265 |
|