McKinley Carter Wealth Services’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 | $400K | Buy |
2,714
+484
| +22% | +$71.4K | 0.02% | 235 |
|
|
2025
Q1 | $292K | Buy |
2,230
+1
| +0% | +$131 | 0.02% | 259 |
|
|
2024
Q4 | $294K | Sell |
2,229
-119
| -5% | -$15.7K | 0.02% | 245 |
|
|
2024
Q3 | $318K | Buy |
2,348
+121
| +5% | +$16.4K | 0.02% | 254 |
|
|
2024
Q2 | $271K | Sell |
2,227
-17
| -0.8% | -$2.07K | 0.02% | 270 |
|
|
2024
Q1 | $283K | Buy |
2,244
+1
| +0% | +$126 | 0.02% | 263 |
|
|
2023
Q4 | $256K | Buy |
2,243
+1
| +0% | +$114 | 0.02% | 265 |
|
|
2023
Q3 | $227K | Buy |
2,242
+2
| +0.1% | +$203 | 0.02% | 278 |
|
|
2023
Q2 | $240K | Buy |
2,240
+1
| +0% | +$107 | 0.02% | 274 |
|
|
2023
Q1 | $227K | Buy |
2,239
+1
| +0% | +$101 | 0.02% | 277 |
|
|
2022
Q4 | $220K | Buy |
+2,238
| New | +$220K | 0.02% | 274 |
|
|
2018
Q2 | – | Sell |
-2,398
| Closed | -$178K | – | 399 |
|
|
2018
Q1 | $178K | Buy |
+2,398
| New | +$178K | 0.06% | 165 |
|
|
2013
Q3 | – | Sell |
-5,223
| Closed | -$222K | – | 97 |
|
|
2013
Q2 | $222K | Buy |
+5,223
| New | +$222K | 0.34% | 64 |
|