Money Concepts Capital’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 | $4.43M | Sell |
29,997
-2,384
| -7% | -$352K | 0.3% | 72 |
|
2025
Q1 | $4.24M | Sell |
32,381
-6,810
| -17% | -$893K | 0.32% | 71 |
|
2024
Q4 | $5.16M | Buy |
39,191
+19,248
| +97% | +$2.54M | 0.38% | 57 |
|
2024
Q3 | $2.7M | Buy |
19,943
+360
| +2% | +$48.8K | 0.21% | 115 |
|
2024
Q2 | $2.39M | Sell |
19,583
-1,279
| -6% | -$156K | 0.2% | 123 |
|
2024
Q1 | $2.63M | Buy |
20,862
+2,021
| +11% | +$255K | 0.24% | 113 |
|
2023
Q4 | $2.15M | Buy |
18,841
+4,807
| +34% | +$548K | 0.2% | 126 |
|
2023
Q3 | $1.42M | Buy |
14,034
+1,384
| +11% | +$140K | 0.15% | 159 |
|
2023
Q2 | $1.36M | Buy |
+12,650
| New | +$1.36M | 0.14% | 170 |
|
2023
Q1 | – | Sell |
-5,388
| Closed | -$529K | – | 2946 |
|
2022
Q4 | $529K | Buy |
5,388
+5,332
| +9,521% | +$524K | 0.02% | 416 |
|
2022
Q3 | $5K | Hold |
56
| – | – | ﹤0.01% | 1237 |
|
2022
Q2 | $5K | Sell |
56
-5,248
| -99% | -$469K | ﹤0.01% | 1191 |
|
2022
Q1 | $546K | Buy |
+5,304
| New | +$546K | 0.03% | 417 |
|
2021
Q1 | $1.1M | Buy |
11,157
+344
| +3% | +$33.9K | 0.09% | 207 |
|
2020
Q4 | $957K | Buy |
+10,813
| New | +$957K | 0.09% | 194 |
|