Moulton Wealth Management’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 | $1.85M | Sell |
12,414
-3,175
| -20% | -$474K | 1.4% | 17 |
|
|
2025
Q1 | $2.04M | Sell |
15,589
-28
| -0.2% | -$3.67K | 1.56% | 18 |
|
|
2024
Q4 | $2.06M | Buy |
15,617
+799
| +5% | +$105K | 1.58% | 17 |
|
|
2024
Q3 | $2.01M | Buy |
+14,818
| New | +$2.01M | 1.67% | 15 |
|
|
2021
Q3 | – | Sell |
-49,987
| Closed | -$5.12M | – | 42 |
|
|
2021
Q2 | $5.12M | Sell |
49,987
-10,987
| -18% | -$1.13M | 3.74% | 12 |
|
|
2021
Q1 | $6.08M | Buy |
60,974
+4,769
| +8% | +$476K | 4.59% | 10 |
|
|
2020
Q4 | $5.04M | Buy |
+56,205
| New | +$5.04M | 4.06% | 10 |
|