Moneta Group Investment 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 | $598K | Buy |
4,052
+1,263
| +45% | +$186K | 0.01% | 398 |
|
|
2025
Q1 | $366K | Buy |
2,789
+116
| +4% | +$15.2K | 0.01% | 487 |
|
|
2024
Q4 | $352K | Sell |
2,673
-37
| -1% | -$4.88K | ﹤0.01% | 499 |
|
|
2024
Q3 | $367K | Buy |
2,710
+131
| +5% | +$17.7K | 0.01% | 476 |
|
|
2024
Q2 | $314K | Buy |
2,579
+307
| +14% | +$37.4K | 0.01% | 469 |
|
|
2024
Q1 | $286K | Buy |
+2,272
| New | +$286K | ﹤0.01% | 498 |
|
|
2018
Q3 | – | Sell |
-2,096
| Closed | -$150K | – | 380 |
|
|
2018
Q2 | $150K | Buy |
+2,096
| New | +$150K | 0.02% | 265 |
|