Narus Financial Partners’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 |
-1,669
| Closed | -$219K | – | 165 |
|
|
2025
Q1 | $219K | Sell |
1,669
-1,658
| -50% | -$217K | 0.07% | 141 |
|
|
2024
Q4 | $438K | Sell |
3,327
-1,524
| -31% | -$201K | 0.15% | 86 |
|
|
2024
Q3 | $657K | Sell |
4,851
-340
| -7% | -$46.1K | 0.24% | 64 |
|
|
2024
Q2 | $633K | Buy |
5,191
+183
| +4% | +$22.3K | 0.26% | 63 |
|
|
2024
Q1 | $631K | Buy |
5,008
+186
| +4% | +$23.4K | 0.27% | 64 |
|
|
2023
Q4 | $550K | Buy |
4,822
+2,604
| +117% | +$297K | 0.26% | 62 |
|
|
2023
Q3 | $225K | Buy |
2,218
+326
| +17% | +$33.1K | 0.12% | 115 |
|
|
2023
Q2 | $203K | Sell |
1,892
-1,013
| -35% | -$109K | 0.1% | 117 |
|
|
2023
Q1 | $294K | Buy |
2,905
+188
| +7% | +$19K | 0.16% | 87 |
|
|
2022
Q4 | $267K | Buy |
2,717
+196
| +8% | +$19.2K | 0.15% | 94 |
|
|
2022
Q3 | $209K | Buy |
+2,521
| New | +$209K | 0.13% | 109 |
|