NewSquare 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 | $18.7M | Buy |
126,628
+8,176
| +7% | +$1.21M | 1.39% | 19 |
|
2025
Q1 | $15.5M | Buy |
118,452
+6,283
| +6% | +$824K | 1.26% | 21 |
|
2024
Q4 | $14.8M | Buy |
+112,169
| New | +$14.8M | 1.18% | 22 |
|
2023
Q4 | – | Sell |
-57
| Closed | -$5.78K | – | 646 |
|
2023
Q3 | $5.78K | Buy |
+57
| New | +$5.78K | ﹤0.01% | 369 |
|
2018
Q2 | – | Sell |
-428
| Closed | -$32K | – | 360 |
|
2018
Q1 | $32K | Buy |
+428
| New | +$32K | 0.01% | 182 |
|
2015
Q3 | – | Sell |
-34
| Closed | -$2K | – | 369 |
|
2015
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 318 |
|
2015
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 291 |
|
2014
Q4 | $2K | Sell |
34
-143
| -81% | -$8.41K | ﹤0.01% | 294 |
|
2014
Q3 | $9K | Buy |
+177
| New | +$9K | ﹤0.01% | 253 |
|